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Gamma And Momentum: A Recipe For Cheers And Tears

Gamma And Momentum: A Recipe For Cheers And Tears Authored by Michael Lebowitz via RealInvestmentAdvice.com, Intel (INTC) shares have risen 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (AMD) and Micron (MU), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market’s latest AI darlings. Momentum and gamma are driving the outperformance, and, in their wake, a supportive narrative is trying to justify it.   The narrative holds that the insatiable infrastructure buildout for...
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Jun 12, 2026 / Tyler Durden
Public Schools Are In A Downward Spiral
Public Schools Are In A Downward Spiral Authored by Larry Sand via Heartland.org, After decades of steady growth, attendance in U.S. K-12 public schools has shifted drastically. Over the past five years, registration has fallen by 2.3 percent, or 1.18 million students, and schools show no signs of rebounding. Lower birth rates are the primary driver of the downturn. The number of births has decreased steadily in recent years, with 690,000 fewer children born in 2024 than in 2007. California lost nearly 75,000 K-12 students as of the 2025-26 school year, a slide more than twice as steep...
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May 11, 2026 / Tyler Durden
No, AI Won't Make Money Obsolete
No, AI Won't Make Money Obsolete Authored by Peter Earle via the American Institute for Economic Research, The notion that artificial intelligence (AI) at full bloom might eliminate the need for money reflects a deep confusion about what money is and does. Money is not merely a barter-avoiding convenience layered onto an otherwise frictionless world. It is a solution to fundamental problems of exchange, profound difficulties in coordination, and comparison of alternatives under scarcity. Even in a hypothetical future defined by extraordinary productivity gains and broadly collapsing prices, those underlying problems do not disappear. Instead, they...
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Sep 4, 2026 / Tyler Durden
Finnish President Just Made Some Surprisingly Frank Comments About Russia
Finnish President Just Made Some Surprisingly Frank Comments About Russia Authored by Andrew Korybko, He argued that it’s not plotting to test NATO’s resolve, its resilience to immense hardships “should never be underestimated”, suggested that the conflict will end without Ukraine recovering its lost territories, praised the CIA chief for visiting Russia, and called for “someone in Europe” to follow suit. Finnish President Alexander Stubb bucked the trend of fearmongering about Russia in his interview with Bild. Instead of claiming that it’s plotting to test NATO’s resolve like American media reported was the reason why...
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