Hartnett: Why Nobody Is Bearish... And Here Are The Top 4 Contrarian Trades For The Second Half
"no landing, no Fed hike, no AI capex cut, no DEM sweep in midterms… why there are no H2 bears"
"no landing, no Fed hike, no AI capex cut, no DEM sweep in midterms… why there are no H2 bears"
...an amalgamation of extended performance, stretched positioning, quarter & month-end, and another jumbo equity capital raise were likely all catalysts...
Throws Trump's ultimatum & Saturday deadline right back at Washington...
The Fifth Circuit Court of Appeals has ruled in favor of the Trump admin and against woke states or universities that try to provide special tuition breaks to illegal aliens...
...and the silence that proves the psyop...
"... setting his sights on Antifa."
We’re at a fascinating crossroads for markets, geopolitics, and finance...
"This mission … signifies a historic breakthrough in China's reusable rocket technology..."
The decision is more restrictive than an export-licensing requirement.
"the combined effects of AI-induced increases in memory, software, and electricity prices will add to 0.5% by year-end."
Let's pull all this into an undeniable conclusion: AI is based on massively subsidizing users' costs...
...and they're haunted by memories of the hurry to replace Sleepy Joe
One video shows an area of contrast that looks similar to the ‘eight-pointed star with arms of alternating length’ featured in the first batch of files...
"How will investors, looking back two years from now, view the timing..."
China’s dip-buying is giving copper a firmer floor on pullbacks...
"This is awful and demonstrates the rapidly changing demographics of our country..." -Rupert Lowe
China's AI models are reaching a critical point of intelligence performance vs. global proprietary models, with a significant ramp up in domestic enterprise and global SME adoption that will enable a positive data flywheel of further model improvement.
“The increase in bankruptcy filings over the past year, particularly among small businesses, reflects ongoing financial pressures facing households and employers,”
Cuba is offering a real-world case study in how such systems repeatedly fail, leaving economic ruin, institutional decay and human suffering in their aftermath.