Downtown Baltimore CRE Crash Signals Deeper Fiscal Crisis Ahead

Situational Unawareness Via Rabobank, Markets have a habit of explaining every move with the most obvious narrative available. This week, that narrative was earnings. Investors spent days dissecting cloud growth, AI capex, free cash flows, and also Fed messaging, while some of the most dramatic price action of this summer was being driven by something else entirely.  That "something else" was Situational Awareness, the AI-focused hedge fund run by a 24-year-old whizz-kid, which reportedly had to offload most of its public equity book to Citadel following the recent tech rout. It turns...

What Could Break The Bull Market This Summer Authored by Lance Roberts via RealInvestmentAdvice.com, Key Takeaways After nine straight up weeks, the bull market pullback we flagged finally arrived, and it stopped cold at the 50-day moving average. The selloff reset an overbought tape without breaking trend. RSI fell from above 70 to the low 40s, and Thursday’s bounce came on broad participation. Our Money Flow Breadth Ratio ticked up to 60%, back in buy territory, and we’re holding equity exposure at 100%. The bigger risks haven’t gone anywhere: record margin debt, fading retail demand,...

Israel continues to escalate strikes against southern Lebanon on Wednesday, and has killed at least nine people across the region, including two paramedics who were slain in an attack on an ambulance. These attacks follow reports from President Trump that on Monday Israel agreed to postpone its attack on Beirut and that Hezbollah had made […]