About time. 

Hedge funds and mutual funds have continued their recent portfolio rotations away from Software and toward Semis.

All the normal people have gone... Californian Democrats can't, and won't, fix themselves...

Whole Foods remained the most expensive retailer... 

SOX monthly RSI highest since dot-com bubble.

It's almost impossible to believe...

Overall, this was a forgettable auction with mediocre stats and internals.

Yet options positioning needs a reset...

Hoped-for progress in the Strait notwithstanding, geopolitical risk is here to stay and it isn’t necessarily all ‘in the price’...

The World Health Organization’s director-general also said the epidemic "is outpacing us"...

"The bottom line is that the supply shortfall will build in the coming months as temporary buffers are depleted..." 

There seems to be, at first blush, an inconsistency between the “vibe” on jobs and the published data...

“It’s risky - we are seeing bubbles forming in a number of areas, and the AI-led basket clearly has ignored all macro development...”

The company now has tangible progress on multiple nuclear business segments.

The congressman said he is not sure which office he will vie for...

Joi AI is hiring 10 “masturbation consultants” to test its AI-guided features...

"It is unclear if the restoration will be sustained..." 

 

Republicans remained the most optimistic... but labor market weakness continues