In a bit of a different format, rather than a slide deck, we take a live look at markets and how different pockets/sectors/names are trading intraday at the time of recording as another chapter in the story that is this current market narrative unfolds:...

Just like last year, it feels like we've had a year's worth of drama in less than a month, and in fact evidence of this can be seen when you look at what sectors and sub-sectors are driving the gains that stocks have had year-to-date to this point. But...

Less than half a month away from closing out a year that featured historic falls and surges in stocks, the market finds itself limping towards the finish line as investors become increasingly negative, and the existence of an AI bubble goes from debated...