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Trey Thoelcke

Will Interest Rates or Chips Decide the AI Trade?

Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is what the…

Trey Thoelcke · 2 weeks ago

Why Great Earnings Are Being Punished Right Now

ASML and Goldman Sachs just delivered blowout quarters and their stocks got punished anyway. Something in the market has shifted, and it has nothing to do with how these companies are actually performing.

Trey Thoelcke · 3 weeks ago