I’d like to thank Brian Scheid of S&P Global Market Intelligence for quoting me in today’s article titled Magnificent 7 stocks stumble, boosting peak views.
What do you think – was it the Fed, missed earnings, or AI spending that sent these stocks down?
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/magnificent-7-stocks-stumble-boosting-peak-views-82765994
I write these macro updates infrequently. I try to do so when I have something significant to say that’s different from the dominant narrative. Conventional wisdom in the markets...
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