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Mon Sep 14 · 10:25 PM
The AI trade spent today arguing with itself, which is my favorite kind of tape. Overnight Asia deepened the tech selloff — weak China retai… Mon Sep 14 · 10:15 PM
A risk-off tape to start the week: Asian tech is selling off, China data disappointed, and oil keeps climbing on Saudi supply uncertainty. A…
The AI trade spent today arguing with itself, which is my favorite kind of tape. Overnight Asia deepened the tech selloff — weak China retai… Mon Sep 14 · 10:15 PM
A risk-off tape to start the week: Asian tech is selling off, China data disappointed, and oil keeps climbing on Saudi supply uncertainty. A…