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View all →The Transatlantic Digital-Tax Showdown: Why Trump’s 100% Tariff Threat Just Undercut the Freshly Sealed EU Trade Deal
It was supposed to be the summer of transatlantic calm. On July 1, the painstakingly negotiated trade agreement between the...
The EV Shakeout Begins: Rivian Soars on a Guidance Raise While Tesla’s Record Quarter Gets Sold Off
Tesla just delivered the best second quarter in its history — 480,126 vehicles, up 25 percent from a year earlier,...
Just 57,000 New Jobs: America’s Labor Market Cools — the Dow Hits a Record High While the Chip Rout Deepens
For three months, Wall Street had learned to fear a strong jobs report. Every upside surprise in hiring fed the...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Jobs Report, Decoded: How to Read America’s Most Market-Moving Number — and Why Every Print Cuts Both Ways
On the first Friday of most months, at exactly 8:30 a.m. New York time, a single government release can add…
- The Great Rotation Playbook: Why Money Is Fleeing Big Tech — and the Complete Sector Map for 2026
This was the week the AI trade cracked. The Nasdaq lost 4.6 percent across five straight losing sessions and closed…
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