3 hours ago
H2'26 Starts With Momo Meltdown But Bonds, Bitcoin, & Bullion Bid On Weak Jobs
Tl;dr: H2'26 has started off with an unwindy/rotation bang as momentum winners have collapsed (AI/memory/semis) and momo losers are surging (no obvious catalyst aside from META's 'excess compute'). Weak payrolls pushed bond yields lower and gold... Read more.
Owner: Purie Family through India Today Group
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Owner: Iranian Government through Islamic Republic of Iran Broadcasting (IRIB)
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Owner: Ivandjiiski Family through ABC Media Ltd
Owner: Ivandjiiski Family through ABC Media Ltd
Owner: Ivandjiiski Family through ABC Media Ltd
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