Morning Markets · Archive

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