by John Rubino's Substack | Mar 24, 2025 | AlphaTack Intel
Most of the following charts are from Wolf Street or the Kobeissi letter. Definitely follow those guys. Cratering Condos There’s no way to overstate how crazy US home prices have become. To take just one metric, the median US household income is $79,200, but it takes...
by Bloomberg.com | Mar 23, 2025 | AlphaTack Intel
The sense of gloom on Wall Street is putting pressure on some of the most committed backers of American exceptionalism: South Korea’s risk-seeking retail investors. These investors plowed $10.2 billion into US stocks and exchange-traded funds through March 20, a...
by Bloomberg.com | Mar 22, 2025 | AlphaTack Intel
US economic data are diverging wildly, fueling a debate over whether rising anxiety from President Donald Trump’s trade policies will push a moderating economy into a serious downturn. Surveys of sentiment among households and businesses, known as “soft data,” are...
by Bloomberg.com | Mar 21, 2025 | AlphaTack Intel
Never-ending market disruption is upending investment blueprints everywhere in 2025, while hitting sentiment across US stocks. It’s a backdrop Wall Street’s diversification-minded pros are ready to celebrate. In the grip of the tariff war, epic rotations out of...
by Bloomberg.com | Mar 21, 2025 | AlphaTack Intel
Speculative traders in the $7.5-trillion-a-day currency market turned bearish on the US dollar for the first time since Donald Trump won the US presidential election last year. Hedge funds, asset managers and other traders have amassed $932 million worth of bets that...
by Bloomberg.com | Mar 21, 2025 | AlphaTack Intel
Nike Inc. shares tumbled on Friday, sending the sportswear company’s market value below $100 billion for the first time since the depths of the Covid-19 pandemic after its earnings report signaled that revenue and profitability will remain under pressure. Its shares...
