Disclosure: I don't hold a position in UBER or any security mentioned in this article at the time of publication.
Disclosure: I hold a position in AMZN at the time of publication. This isn't personalized investment advice. Four managers added
The US economy lost 23,000 jobs in July and the bond market rallied for exactly one day. Odds of a September
The US Treasury spent its own money strengthening a foreign currency on July 31, and the market that understood it fastest was
July was my most active month of the year, and almost all of it was one idea: selling strength to buy weakness.
$META is still one of the cleaner big-tech cash-flow trades I own. The market is worried about the AI spending cycle, and