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Parabolic Semiconductor Rally: What Breaks The Trade?
Parabolic Semiconductor Rally: What Breaks The Trade?
Authored by Lance Roberts via RealInvestmentAdvice.com,
AI Validation Fuels A Ninth Weekly Advance
The headline tape made fresh history. The S&P 500 closed Friday at 7,580.06, finishing up 1.43% on the week and posting its ninth consecutive weekly gain. That’s the longest weekly winning streak since 2024, and only the 5th time since 1965 that has occurred. While markets previously saw weakness following such streaks, the 24- and 52-week outcomes were primarily positive, except in 1989.
However, the Russell 2000 actually fell 0.59% to 2,919, a reminder...
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Aug 12, 2026 / Tyler Durden
Putin Threatens Seizures Of European Ships Over EU's "Piracy & Banditry"
Putin Threatens Seizures Of European Ships Over EU's "Piracy & Banditry"
Russian President Vladimir Putin on Wednesday addressed the persisting issue of European governments and navies seizing what they deem Russian 'shadow fleet' vessels off Europe's coast.
The past year alone has seen several examples, sometimes involving French or Swedish commandos descending onto a tanker's deck from helicopters and arresting crew members. The seized vessels are then taken to nearby European ports.
The latest European Union sanctions package passed last month stipulates that EU members can sell the oil or any seized...
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May 7, 2026 / Jason Ditz
After Deadly Beirut Strike, Israel Resumes Pounding Southern Lebanon
Wednesday saw a substantial number of Israeli strikes on Lebanon, despite the so-called “ceasefire” between the two nations, including the first strike against the capital city of Beirut, which reportedly killed a commander of Hezbollah’s Radwan Force. Israeli Prime Minister Benjamin Netanyahu bragged about the attack hitting “the heart of Beirut,” and said it proved […]
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Mar 26, 2026 / Tyler Durden
One Day Until Trump's Self‑Imposed 5-Day Deadline On Iran But Markets Appear Increasingly Numb
One Day Until Trump's Self‑Imposed 5-Day Deadline On Iran But Markets Appear Increasingly Numb
By Molly Schwartz, Cross Asset Macro Strategist at Rabobank
More persistent inflation
Yesterday, Iran rejected the US-proposed 15-point plan, instead laying out its own conditions in a 5-point plan;
(1) halt the killing of Iranian officials;
(2) means to make sure no other war is wage against it;
(3) reparations for the war;
(4) an end to all hostilities; and
(5) Iran’s “exercise of sovereignty over the Strait of Hormuz.”
The probability that Washington would accept these terms in...
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