The market broke hard after a hotter-than-expected PCE print. Liquidity remains the true driver—and the cycle never turned. The bounce is over.
Why This Stock, Why Now Super Micro Computer (SMCI) jumped to the top of the AI Leaderboard this week — ranking among the fastest-growing AI…
Is AI at a dead end? I saw an article on Live Science a few hours ago that suggested that it is. “In a new…
Trump’s 25% auto tariff slammed into markets just as the AI rally hit a wall of resistance. Liquidity remains fragile, Treasury auctions are under strain, and investor complacency could prove costly.
The market is caught between AI-fueled optimism and liquidity-driven reality. While investors chase the latest semiconductor rally, bond markets and liquidity conditions tell a different…
The S&P 500 is attempting a rebound, but institutional investors remain cautious. Liquidity trends suggest this isn’t the time to chase the rally. Here’s what’s really happening beneath the surface.
AMD’s growth amidst the AI revolution faces critical technical and liquidity hurdles. Can it break resistance and continue its rally, or is the AI hype already priced in?
Between March 18 and 27, Treasury will have injected $145 billion into dealer, MMF, and investor accounts. Pure market fuel. This rally wasn’t about real buying—it was about who got caught offside. Dealers came in record short and got steamrolled. Lee Adler explains why the trap is about to snap shut.
Micron (MU) topped today’s AI query leaderboard. Investors are buzzing about memory demand, AI growth, and price resistance. Here’s what they’re asking—and what they might be missing.
Markets are misreading Treasury’s current cash flows as bullish. But this surge is just a redistribution ahead of a major issuance shock.
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