The Big Bear has fallen
Michael Burry is liquidating funds after years of insisting valuations made no sense. His exit comes just as tech stocks wobble, shorts rise and investors …
November 14, 2025
Read More
What is safe, anyway?
Optimism extends to a fourth session as the US government shutdown ends and AI news drives gains. AMD jumped 9% after forecasting accelerating sales growth, …
November 13, 2025
Read More
Can AI thrive if humans don’t?
Markets cheered the end of the 41-day US government shutdown — not even the news that SoftBank sold its entire Nvidia stake could spoil the …
November 12, 2025
Read More
Sentiment is everything!
Sentiment is everything. Last week, strong US earnings couldn’t lift stocks — even lower yields failed to spark appetite. This week, things flipped: TSMC’s slowing …
November 11, 2025
Read More
Some relief...
Markets are finally taking a breather on hope that the US government shutdown may be nearing an end and on Jensen Huang’s request to TSMC …
November 10, 2025
Read More
What a time to be alive!
The week can’t end soon enough. Better-than-expected earnings and falling yields failed to bring risk appetite back to the table. On the contrary, a bizarre …
November 7, 2025
Read More