"Markets right now are like Olympic-level tennis except we, the traders, are the ball."
"The market’s post-election sugar high has turned into a bit of a nasty hangover as the policy realities of Trump 2.0 begin to become clear."
"Nvidia and a handful of tech titans dominated headlines and benchmarks. On the other hand, a vast “Missed Middle” of overlooked, undervalued companies played in the shadows. The spotlight on the tech stars has been so blinding, it is easy to miss the orchestra in the background."
"Inflation is not a natural friend of the bond market."
"The market’s post-election sugar high has turned into a bit of a nasty hangover as the policy realities of Trump 2.0 begin to become clear."
"Nvidia and a handful of tech titans dominated headlines and benchmarks. On the other hand, a vast “Missed Middle” of overlooked, undervalued companies played in the shadows. The spotlight on the tech stars has been so blinding, it is easy to miss the orchestra in the background."
"Inflation is not a natural friend of the bond market."