All

NVDA’s Stock Split, Software Softness, Dollar v. Bitcoin, And Much More

Andrew Snyder

05 Jun 2024 — 8 min read

Here’s the transcript from today’s Live Q&A Chat:

Q. Thoughts on where the 10-year Treasury heads in the near term?

A. I would expect the 10-year yield to hang around the 4.5% to 5% range for the next few months at least. If inflation ticks back up like it’s been flirting with, the ten-year yield might creep up towards 5.5%.

Q. On a scale of 1-10, 1 being bearish, and 10 being bullish, where do you sit right now?

This Ain't Your Grandfather's Bubble

Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.

What I learned from creating an economic matrix was both shocking and expected

Luigi And The Sad State Of Crypto, Top (Nine!) Trims Here, And More

Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.