Tide Turning for Stocks?
Strategist Warns: Hard to See What Pushes Stocks Higher from Here Looking at the S&P 500’s steady climb since 2012, it’s easy to see why investors remain bullish. Despite a few notable pullbacks, the market has mostly marched upward—and recently, sellers seem all but absent. That’s the key takeaway from Andrew Thrasher, founder of Thrasher […]
JPMorgan Flags Risky Popular Stocks
Surging Interest in High-Beta Stocks Sends Caution Signal to Market Stocks are flirting with record highs, and right on cue, CNBC’s Jim Cramer has rolled out another FOMO-fueled acronym: PARC — Palantir, Applovin, Robinhood, and Coinbase. These are high-momentum names, especially Palantir, that often trade with little regard for traditional valuation measures. Social media had […]
Market Pain, Long-Term Gain: A Fund Manager’s View
Akre Capital’s John Neff Boosts Cash, Cites Market Caution and Quality Focus John Neff, CEO and CIO of Akre Capital Management, has significantly increased the firm’s cash position this year — from 1.4% to 8.1% — a move he describes as a strategic effort to stay patient and disciplined as valuations climb. “We’re building dry […]
Market Giants Hold the Key
Kevin Muir Warns: Vol-Control Funds May Be Nearing Their Buying Limit, Market Vulnerable The powerful, V-shaped stock market rebound this year has thrilled some investors—but made others uneasy. Is the rally too fast, too soon? Or just the beginning of another leg higher? Macro strategist and author of The Macro Tourist blog, Kevin Muir, is […]
Markets Wrong on Fed Again? Deutsche Bank Thinks So
Markets Are Ignoring Tariff Risks That Betting Markets Are Starting to Price In Stocks are heading into a quiet session despite growing concerns beneath the surface—particularly in the bond market, which was rattled Tuesday after June’s consumer price index posted its biggest monthly gain of 2025. That surge is raising questions about whether tariff-related inflation […]
Nvidia Eyes China Return: Billions at Stake
Nvidia Set to Resume H20 Chip Sales in China, Potentially Reclaiming Billions in Lost Revenue Nvidia Corp. expects to resume sales of its H20 chips in China, just months after projecting an $8 billion revenue shortfall due to tightened U.S. export restrictions. In a blog post published late Monday, Nvidia revealed that it is in […]
