Big Tech Anxious For Clarity

At this pace, nobody knows what the government policies will look like, and if this doesn’t change, the uncertainty will bleed into lower tech stocks ($COMPQ). Tech has had a hard short-term run, and the unstable backdrop will lead to investors pausing on big tech stock purchases. Tech businesses are also reigning in their investment […]

April 14, 2025

Global Market Comments April 14, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or REARRANGING THE DECKCHAIRS ON THE TITANIC), (SPY), (GLD), (NFLX), (NVDA), (TLT), (MSTR), (SVXY), ($VIX) (AMZN), (AAPL), (GOOGL), (PANW), (NFLX), (CORN), (WEAT), (SOYB)

The Market Outlook for the Week Ahead, or Rearranging the Deckchairs on the Titanic

Back in 1987, I flew my Cessna 340 twin from London to Rome to visit Morgan Stanley’s high-end Italian clients. Held over by meetings, I got a late start, and I didn’t get as far as the French Champagne country until midnight. Right then, at 20,000 feet, the gyroscope suddenly blew up with a great […]

The Algorithmic Tide: How AI-Driven Trading Could Reshape the Stock Market Landscape

The stock market, long a domain of human intuition, economic analysis, and the occasional gut feeling, is on the cusp of a profound transformation. Artificial intelligence (AI) is no longer a futuristic concept confined to science fiction; it is rapidly infiltrating the core mechanisms of trading, promising unprecedented speed, efficiency, and analytical power. As AI-driven […]