The Stock Market’s Victory Lap Might Be About to Stumble
Remember last week when the market decided to throw a party because Iran said the Strait of Hormuz was open again? Yeah, about that. Jefferies' Michael Toomey is basically the guy at the party who notices the keg is empty and the DJ just left—and he's got receipts. After weeks of Iran-war chaos that had traders sweating through their shirts, the S&P 500 and Nasdaq decided to go full celebration mode. Stocks rallied hard, hitting all-time highs, and everyone was ready ...
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Can the Bull Market Keep Its Winning Streak Going in 2026?
Here's the thing about bull markets: they're like that friend who keeps showing up to parties and somehow always has a good time. The current bull market has been partying since late 2022, and it's showing no signs of stopping. As of late December 2025, the S&P 500 was up about 18% for the year, hitting all-time highs around 6,932. That follows back-to-back years of 24% and 23% returns. The Nasdaq? Up 22.3% to around 23,613. Even the Dow got in ...
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David Einhorn Is Playing Defense Right Now — and You Might Want to Listen
David Einhorn doesn't ring alarm bells often. The Greenlight Capital founder has a long track record of being right when almost everyone else was wrong — including a famous short on Lehman Brothers before its collapse. So when he sends an investor letter saying he's putting "capital preservation at the top of our priorities," that's not noise. That's a signal worth taking seriously. In a letter dated this Monday, Einhorn wrote: "With so little downside priced in, we are willing to ...
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United-American Airline Merger: The Deal of the Century That Probably Dies in Court
The airline industry dropped a bombshell this week: United Airlines CEO Scott Kirby reportedly pitched a potential merger with rival American Airlines to the Trump administration earlier this year. If it happened, it would create the largest airline on Earth. American's stock surged 9% Tuesday morning just on the rumor. So is this actually happening — or is it aviation fantasy? Here's the reality check. The deal would face historic antitrust scrutiny. The top four U.S. carriers — United, American, Delta, ...
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Copper Is Quietly Becoming the Trade of the Decade
While everyone watches oil spike past $100 a barrel and the Fed twist in the wind, one metal has been building a monster case that most investors are still sleeping on: copper. It jumped more than 5% last week alone to nearly $6 per pound — and the structural story behind that move has nothing to do with short-term geopolitics. Here's the setup. Every major theme remaking the global economy — AI infrastructure, data centers, electric vehicles, electrification, decarbonization — runs ...
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Why Nvidia’s Rumored PC Takeover Actually Makes Sense (Even Though It Doesn’t)
So Nvidia was supposedly shopping for a PC company. Dell and HP stocks jumped. Then Nvidia said "nope, fake news." Case closed, right? Not quite. The rumor itself is weird—like a Michelin-star restaurant buying McDonald's. But the logic behind it? That's worth paying attention to. Here's the thing: Nvidia owns AI training. Full stop. Every major AI lab on Earth uses their GPUs. They're the kingmakers of the data center world. But there's a problem brewing that Wall Street hasn't fully priced ...
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The Stock Market’s Victory Lap Might Be Ending—Here’s Why
Remember last week when everyone was popping champagne because the Strait of Hormuz reopened and the S&P 500 hit all-time highs? Yeah, about that. Jefferies' Michael Toomey is basically saying the party's getting a little too loud, and the cops might show up soon. After weeks of Iran-war chaos that had traders sweating through their shirts, markets got a relief rally that was *chef's kiss*—until it wasn't. The S&P 500 and Nasdaq went absolutely bonkers, but Toomey's spotted five technical signals ...
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Why That Fake Nvidia Deal Actually Matters (And What It Reveals About AI’s Future)
Here's a funny thing that happened this week: A tech blog dropped a rumor that Nvidia was buying Dell or HP. The market freaked out. Dell jumped 7.6%, HP popped 6.3%. Then Nvidia's PR team basically said 'lol, no' and everyone moved on. But here's the thing – the rumor itself is actually telling us something important about where the real money in AI is heading. **Why This Deal Sounds Insane (But Isn't Totally Crazy)** On the surface, it makes zero sense. Nvidia's ...
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