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Nasdaq 100

Freedom Capital strategist on the Fed: "16 of 18 dots that see a quarter point raise"
9 calls: Why oil breaking 93 points to 112, the sustained rotation that would mean the AI boom is over, and what gold and bitcoin leading says about the…
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HSBC's multi-asset chief: almost 45 Nasdaq 100 names have lost 10 points of multiple
4 calls: Why 100bps of Fed hikes is already in the price, what the systematic funds are flashing against everyone else, and the line on the chart he…
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Brandon Clark: the risk in cash is that money markets reprice first when the Fed cuts
14 takeaways: Why investors count income in nominal dollars, what a call spread does that a covered call does not, and how return of capital stopped…
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Bryon Lake: derivative income ETFs grew 80% a year for 5 yrs, defined outcome 40%
12 takeaways: why Goldman bought Innovator and NEOS instead of building them, what a weekly distribution is actually for, and the AI bottleneck Global X…
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Bob Michele: he thinks the 10-year tests 5%, and the cash waiting wants three or four hikes | Closing Bell Overtime
Bessent presses the G20 to cut Iran off, Brent is back above $90, Rick Santelli marks the level that would give the highest 10-year close since January…
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Nvidia Sees 70% Growth as AI Boom Accelerates: the full-year guide it never gives, Salesforce's 21% jump on Anthropic, and a reported $13…
A law professor calls Meta's landmark settlement a pittance, Bloomberg Intelligence says credit still trades Nvidia like a BBB, and the Microduck is…
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Fed Focus, Anthropic Victory and PayPal Deal Bust: Warsh puts 65 months of inflation on the Fed, Advent and Stripe walk away from PayPal…
Bank of England's Andrew Bailey on forward guidance and unconditional promises, Spirit AI's CEO on a ChatGPT moment for robots in three years, and a…
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Nvidia's 70% revenue guidance against gold's real-yield problem, and the new share supply that could drag index returns | The Art of…
Stanley Druckenmiller turns on his old Soros colleague at the Treasury, only 13% of US large-cap stock pickers beat their benchmark over a decade, and a…
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