Skip the GPU Hype: Software Vendors Behind the Curtain Rack Up 80% Beat Rate
There’s a certain exhaustion in the air as we wade through yet another cycle of market euphoria centered on hardware—specifically…
Category: Investing
Crowded Value Trades Flash Orange Alert: Is the Premium About to Snap?
It’s that moment again. The value trade, long championed as the antidote to growth’s froth, now looks a little too…
Inside the Basket: Goldman’s Pricing-Power ETF Beats SPX by 400 bps Since CPI Print
It’s funny how markets sometimes surprise you—not with a bang, but a subtle shift in tone. I remember back in…
AI Power Grab: Grid Operator Halts New Data Centers, NVDA Slides 9% in Minutes
It’s funny how the market’s pulse can shift so abruptly. Just last week, I was scribbling notes about the relentless…
Bitcoin Blasts Past $95K as BRICS Pipeline Rumor Sparks Sovereign FOMO
The cryptocurrency market witnessed a seismic shift this April, with Bitcoin surging past the $95,000 mark—a level not seen since…
Nvidia Just Unveiled a $2 Trillion Black-Swan Chip—Here’s Why Shorts Are Scrambling
In an era where semiconductor innovation often feels incremental, Nvidia’s recent unveiling of what analysts are already dubbing a “$2…
U.S. Alternative Investments Market Report: Transformation, Evolution and the Path Forward
The market feels like it’s running on two different clocks. On the surface, you’ve got the S&P 500 grinding higher,…
Wall Street’s Best-Kept Secret: BREIT Gate Slams Shut Just as Redemptions Collapse
The email landed in client inboxes at 4:47 p.m. on a Tuesday—just late enough to miss the closing bell but…
Blackstone’s $70B Property Beast Just Tamed Redemptions—Is the 18% Buyer Boom a Trap?
Blackstone’s BREIT has always been a creature of its time. Launched in 2017, the Blackstone Real Estate Income Trust promised…
58% Beat the S&P in Q1—Active Stock Pickers Just Had Their Best Run Since Obama’s First Term
The Scoreboard Speaks Preliminary eVestment data show 58% of large-cap core mutual funds outperformed the S&P 500 in the first…