Reboot

Hi Traders. Back in February, Anthropic raised $30 billion at a $380 billion valuation. I saw the headline and wanted in. That happened right around

Hi Traders, Saturday afternoon I was down to the last window and the last few cuts on a trim project. I marked 34 and a

Hi Traders, For the last few weeks, semiconductors were the market's ATM. Every time the market needed money somewhere else, it came out of the

Hi traders, Semiconductors have become the ATM of this market. VanEck Semiconductor ETF (SMH) delivered years' worth of expected returns in two months. The money

Hi Traders, I wrote you a full map: the consumer is staging a comeback, and the recovery is walking through the economy in paycheck order.

Hey Trader, On our May 14th State of the Market show, I argued the pain trade in stocks was up. Not down. With everyone certain