Weak US retail and consumer data slashed Fed rate hike bets, fueling rallies in Gold, foreign currencies, and crude divergence. Softening US Economic Data Dampens Federal Reserve Rate Hike Expectations Recent macroeconomic data releases from
The most repeated sentence about MP Materials is also the least accurate one: that Washington "bought a stake" in the rare earth miner the way it bought a stake in Intel. It did not. The
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied - XLE gained 7.6% and XOP 8.1% over 30 days against the
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory Technologies closed its first session on Shanghai's STAR Market on 27
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning power once developed for bitcoin mining into $9.1 billion of expected contract revenue. Riot called
Nebius is not being valued on the quarter it reports on Wednesday. It is being valued on a promise it has to keep by December, and the arithmetic of that promise is the most under-discussed
Gold can be expected to rise further to the next resistance level 4400.00 (former top of wave iv from the start of June and the target for the completion of wave 3). Gold broke resistance
Micron trades at roughly 6.4x forward earnings, and almost everyone reads that number backwards. A single-digit multiple on a $1 trillion company looks like the cheapest large-cap in the market. In memory semiconductors it has
The most common mistake in any Texas Instruments TXN price prediction is treating the stock as a broken analog name finally staging a recovery. It isn't broken, and the recovery is already in the price.
Diplomacy in the Middle East eases energy prices, reduces Federal Reserve rate-hike expectations, weakens the dollar, and boosts gold and equities. US-Iran Strait of Hormuz Talks Drive Energy Correction Markets are currently experiencing a wave
