The “One Big Trade”: Why AI Dominance and Surging Yields Are Warning the S&P 500
Weekly Recap: One Big Trade? 📊 Markets were characterized by a “melt-up” mentality…
VIEW POST
Tech Dominance: Is the AI Infrastructure Race Leading to a Blow-Off Top?
Is the AI Infrastructure Race Leading to a Blow-Off Top? The market narrative…
VIEW POST
Earnings Strength Meets Market Dispersion
Following a week where U.S. stocks climbed 1%, the market is showing a…
VIEW POST
Pimp my Semiconductors
The market is walking a tightrope. While headline indices like the S&P 500…
VIEW POST
Risk-On Relentless Move to All-Time Highs
A massive “Risk On” week saw the S&P 500 surge to new All-Time…
VIEW POST
Earnings Storm 2026: Why AI and Energy are Splitting the Market in Two
As we enter the second quarter of 2026, the financial landscape is defined…
VIEW POST
The Hawkish Cut: How the Fed’s 0.25% Move Is Fueling a Two-Week Market Rally
Welcome back to Your Next Trade. This week’s edition explores one of…
VIEW POST
Steady Inflows & a Broadening Market: AI Divergence, Silver’s Breakout, and December’s Big Setup – Nov, 30 2025
Welcome to this week’s edition of Your Next Trade. I’m writing from a…
VIEW POST
They manipulated Bitcoin
Welcome to this week’s newsletter, distilling the key market movements, economic drivers, and…
VIEW POST