Reboot

Hi Traders, Going into Wednesday, nobody knew what kind of Fed we had. I don't blame Warsh for that. He just got the job, and

Hey Traders, A quarter century ago, to the day, early on a beautiful fall morning, I hustled out of the American Stock Exchange. I trotted

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