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The Iran Ceasefire Is Over: Oil Jumps 6% — and the Market Suddenly Has Three Problems at Once
Three Weeks of Peace — Then Came the Night of 80 Targets Some sentences move markets in seconds. “To me,...
Vertex Buys Crinetics for $10 Billion: The Biotech Deal That Marks the Great Rotation Into Health Care
Ten Billion Dollars for a Pill — and a Market That Just Changed Direction Some days, two stories that look...
SpaceX Storms Into the Nasdaq-100: The Fastest Index Entry in History — and What It Reveals About Passive Investing
The Fastest Index Entry in History — on a Deeply Nervous Day Some days the stock market itself becomes the...
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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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