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Phil RosenEntrepreneur |
Kevin Warsh Was Chosen to Lower Rates. Markets Now Expect at Least 1 Hike Before Year-End The new Fed Chairman’s commitment to being non-committal...
Nvidia Is Expected to Nearly Double Revenue. Its Stock Is Still 11 Percent Below a Record Before rebounding Tuesday, the stock had declined seven...
Scott Bessent’s Iran Strategy Targets 60 Entities Without Pushing Oil Prices Higher Operation Economic Outcast aims to isolate Tehran from the U.S....
Stocks Are Breaking Records Through Unusually Calm Trading Wall Street’s fear gauge hovers at levels last seen in January. BY PHIL ROSEN, CO-FOUNDER...
Investors Aren’t Sweating Inflation Anymore Odds for a rate hike fell to 34 percent from 40 percent on the prediction market Kalshi. BY PHIL ROSEN,...
The Biggest Companies in History Are Spending More Than They Generate. That’s the Bull Case Wall Street has changed its mind about Big Tech’s AI...
The Dow Just Hit a Record High. The Boring Part of the Market Is Quietly Catching Tech After hitting an all-time high for its fifth winning day in a...
The Real Reason Stocks Keep Hitting Records Has Nothing to Do With AI Stock valuations keep going up while recession frequency keeps going down. BY...
Forget the AI Bubble: This Crucial Nvidia Supplier Just Had an Earnings Beat That Changes Everything for the Tech Sector The earnings from a...
The Fed Likely Won’t Touch Interest Rates This Week. Here’s Why Investors Are Panicking Anyway Kevin Warsh doesn’t need to hike rates to spook...
Gas Prices Just Inched Closer to $5. Here’s What History Says That Actually Means for the Stock Market The Iran conflict has pushed gas to record...
Think the Stock Market Is a Bubble? Here’s Why the Bull Market Is Actually Getting Stronger The equal-weight S&P 500 has outperformed the...
A Massive Samsung Strike Is Looming. It Could Short-Circuit the Entire AI Revolution Samsung workers threaten to go on strike, risking billions in...
The U.S. Economy Is Strong. That Could Be a Problem Investors have a distorted view of risk after years of strong economic growth. BY PHIL ROSEN,...
The Fed’s Inflation Headache Isn’t Going Away The oil shock hasn’t even hit the government data yet. BY PHIL ROSEN, CO-FOUNDER AND EDITOR,...
This Trigger Means the Fed Could Cut Rates More Than Markets Expect The DOJ’s case against Powell was just shot down. BY PHIL ROSEN, CO-FOUNDER AND...
Financial Stocks Are Flashing a Warning Sign on Private Credit The sector has notched six losing trading sessions in a row. BY PHIL ROSEN, CO-FOUNDER...
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