Stocks Are Officially In Bubble-Territory
Stocks have been in a confirmed uptrend for over 100 days. As I write this, the S&P 500 is ~10% above its 40-week moving average/ 200-day moving average.
US Q3 GDP Nowcasts Indicate Solid Growth After Fed Rate Cut
US economic growth is still on track to expand at a moderate pace in the third quarter, based on the median estimate for a set of nowcasts.
WTI Holds Gains Despite 'Small' Draw; US Crude Production Nears Record High
Following last week's huge draw, crude inventories were expected to tumble once more, but the official data showed a very modest 607k drawdown in crude stocks while products saw significant draws too...
Palantir: Momentum Meets Mixed Fundamentals As AI Defense Partnerships Fuel Near-High Rally
Palantir's stock surges near a 52-week high driven by momentum and positive developments in AI defense partnerships, despite mixed fundamental indicators and analyst skepticism on growth durability.
Seattle Reeling Over Tech Layoffs, Especially Microsoft
As of August 2025, the number of information jobs fell to 2.93 million, down 5.8 percent from November 2022. An AI-related jobs slowdown will make it difficult for those who lose an information job to find another.