The Trump-Netanyahu Iran Crusade

First let me explain the meaning of the X message and photo that appears above… the cancellation of the training exercise is a key indicator that the Pentagon is going to deploy the some, if not all, of the 82nd Airborne Division to the Persian Gulf. Final destination unknown. You may recall an article I […]

Futures Fall As AI Selloff Resumes US equity futures woke up after President's Day and chose to resume their selloff (after a modest bounce on Monday's holiday failed to hold) dragged by Tech, as the risk-off moves on AI disruption fears continue. As of 8:15am ET, S&P 500 futures were down 0.5% with Nasdaq 100 contracts falling 1.0%. In premarket trading, all Mag 7 stocks are lower and Semis are being pressured with AVGO / NVDA lower by more than 1%. Pockets of outperformance (and higher absolute returns) can be found...