Liar Liar Leather Jacket On Fire

Questioning the future

What a week for the future. AI, semiconductors and other high-growth favorites suffered some of the sharpest losses, while hedge funds accelerated their selling and liquidity deteriorated.

With positioning stretched in some places and increasingly washed out in others, Monday's open raises more questions than answers. And then, of course, there is the rather unusual Jensen Huang story making the rounds this weekend...