Fed Update Clears the Runway for a Year-End Rally
The Fed just shifted from headwind to tailwind, removing a major hurdle for stocks. See why markets are primed for a powerful year-end rally.
Special Report
My custom silicon stack.
Architect: $ARM
Toolmakers: $SNPS $CDNS
Builders: $AVGO $MRVL
Foundries: $TSM $INTC
Plumbing: $CRDO $LITE $ANET $ALAB
I dislike income taxes as much as the next guy. But tariffs aren鈥檛 going to cut your taxes anytime soon.
It ain鈥檛 1913 anymore. Tariffs, unfortuna...
The AI trade is getting nuked today b/c of $AVGO + $ORCL.
I think it鈥檚 way overdone.
This sell-off isn鈥檛 about AI demand slowing. It鈥檚 about pro...