Street
Wall Street notes in plain English · 5 notes
Street
Who could buy after the crash
DK said the point is to watch whether those buyers actually show up.
Street
Where the AI money comes from
The summary said the Philadelphia semiconductor index fell 14% in a month, and the S&P 500 closed Friday at a…
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Why token prices are falling
TS Lombard put more weight on the bearish case that supply could become too large.
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Midterms, and how far tech had fallen
After technology stocks fell 11% in three weeks, Deutsche Bank moved back to overweight from neutral.
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High rates, and a bubble signal in defensive stocks
stocks could live with a 10-year yield of 5.5% to 6.0% if profits hold up.