"Narrative volatility is here to stay in today’s Bifurcation Nation"
"Ultra Bond futures (UB) fall to lowest level since Nov. 2023"
"If this turned out to be a bear market rally, it would rank as the fourth largest on record"
"Retail traders went on a record dip buying spree Monday"
Moody’s downgraded the US’ last remaining Aaa credit rating by one notch to Aa1
"The P/E premium vs the overall market for a basket of 48 AI-related stocks is back down at levels last seen in 2017"
