Three Clowns

<p>Ep. 21 — GameStop wants to buy eBay</p><p>Apple yanked the Nasdaq higher while energy cratered, and speculative beta went full gremlin. Then the weekend dropped a jaw-dropper: GameStop floating a $56B swing at eBay...

<p>Ep. 20 — AI Receipts: Google Delivers, Meta Stumbles</p><p>The market finally asked AI to show the receipts. Google delivered hard cash, Meta got punished for promising spend without payback, and Microsoft learned...

<p><p>Ep. 19 — Meta Tanks, Google Pops, Oil Soars</p><p>Meta gets smoked while Alphabet rips, oil hangs over $120 with the UAE walking out of OPEC, and a hot data dump hits at 8:30. Add a REIT redemption freeze and...

<p>Ep. 18 — Powell Holds Or Blinks?</p><p>FOMC day with oil back above $110 after the UAE walked from OPEC, AI hardware wobbling as yields tick up, and gold somehow slipping into the penalty box. Powell either holds the...

<p>Ep. 17 — Higher Yields, AI Split Widens</p><p>Yields are pressing the market, oil is acting like a tax, and the AI trade is finally picking favorites. Nvidia holds the cash-flow crown while AMD eats the punishment...

<p><p>Ep. 16 — AI Boom Runs Into Fed Week</p><p>Intel and Meta just poured fresh fuel on the AI fire, sending semis flying — but Brent back above $107 and Powell's last meeting this week are about to test that euphoria...

<p>Ep. 15 — Oil At 104, Gold Slips</p><p>Oil keeps ripping and Brent kisses 104 while gold stalls — not your usual fear trade. Tech wobbles, AMD rips, defensives rally, and the market screams rotation over panic. We...

<p>Ep. 14 — Oil Spikes, AI Rally Tested</p><p>Iran seizes more ships in the Strait of Hormuz, oil jumps, and futures wobble after all-time highs powered by AI megacaps. Can tech hold when the physical world gets more...

<p>Ep. 13 — Oil Shock, Ceasefire Trade Collide</p><p>Oil's supply math says "billion-barrel hole," headlines say "ceasefire" — and the market is trying to price both at once. Gold whipsaws, bonds sniff a sticky...

<p>Ep. 12 — Warsh Hearing Could Flip Markets</p><p>Two prints and one hearing could reset the whole week — Retail Sales at 8:30 and Kevin Warsh’s Fed Chair testimony at 10. Small caps just beat megacaps while oil...

<p>Ep. 11 — Oil Rips, Bonds Price Recession</p><p>Friday was a broad risk-on rip. Then Sunday night the US seized an Iranian ship, oil went up five percent, and futures went the other way. The question: was Friday real...

<p>Ep. 10 — S&P 7,000, Yields Won't Quit</p><p>The S&P tags 7,000 as AI semis rip — while the 10-year quietly creeps higher. Oil whipsaws on ceasefire talk, gold won’t blink, and systematic flows keep shoving money into...

<p>Ep. 9 — AI Rally Ignores Rising Yields</p><p>Geopolitics vanished from the screen in 48 hours and the market ran straight back into AI — even as the 10-year refuses to drift lower. Tech ripped, industrials slumped...

<p>Ep. 8 — House And Fire Insurance</p><p>Tech and AI ripped while gold and silver screamed higher. The market bought risk and bought protection at the same time — like closing on the house and the fire insurance in one...

<p>Ep. 7 — PPI Decides Risk-On or Hedge</p><p>Risk-on party, gold buying insurance. Today’s PPI is the arbiter: does the rally get confirmed, or do the hedges win and the tape flips? We unpack Monday’s backwards market...