Morning Markets · Archive
17 episodes · 17 topics
8 messages·Alex Chen, Jordan Wu
Insurance names rallying on rate cycle peak - contrarian ...
Mar 9 - 12·13 messages·Jordan Wu, Alex Chen
Mag 7 dispersion hitting multi-year highs - time to pick?
Mar 9·1 message·Jordan Wu
Defense stocks hit new highs - is this sustainable?
Mar 5 - 9·11 messages·Alex Chen, Jordan Wu
Buyback blackouts ending - who's buying back big?
Mar 5·1 message·Jordan Wu
Tech earnings guidance getting quietly slashed - why now?
Mar 5·1 message·Jordan Wu
Energy names quietly outperforming - rotation or trap?
Mar 2 - 5·15 messages·Alex Chen, Jordan Wu
Small caps finally breaking out or another head fake?
Feb 25 - 2·17 messages·Jordan Wu, Alex Chen
Fed's balance sheet runoff hits a wall - pivot incoming?
Feb 22 - 25·11 messages·Alex Chen, Jordan Wu
Treasury curve inversion finally unwinding - what's next?
Feb 22·1 message·Alex Chen
Japan's intervention threat isn't working anymore
Feb 18 - 22·15 messages·Alex Chen, Jordan Wu
Tariff shock: what the new trade policy means for your po...
Feb 18·8 messages·Alex Chen, Jordan Wu
Why is everything getting more expensive?
Feb 11·8 messages·Jordan Wu, Alex Chen
China stimulus: real or fake?
Feb 4·7 messages·Alex Chen, Jordan Wu
NVDA earnings preview
Jan 28·6 messages·Jordan Wu, Alex Chen
Is the bond market broken?
Jan 21·7 messages·Alex Chen, Jordan Wu
Our 2026 predictions
Jan 14·8 messages·Alex Chen, Jordan Wu