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"The semis are now in their 4th 10%+ correction since early June"

#1022

"The semis are now in their 4th 10%+ correction since early June"

DC Lite #704

"We have now reached the climax of the 1998-2000 internet bubble analog"

#1021

"We have now reached the climax of the 1998-2000 internet bubble analog"

DC Lite #703

"VIX upside convexity has gone extremely bid while SPX downside convexity remains very offered"

#1020

"VIX upside convexity has gone extremely bid while SPX downside convexity remains very offered"

DC Lite #702

"Investors are aggressively betting on a sudden turnaround in interest rates"

#1019

"Investors are aggressively betting on a sudden turnaround in interest rates"

DC Lite #701

"Anyone concerned about US reliance on AI, look no further"

#1018

"Anyone concerned about US reliance on AI, look no further"

DC Lite #700

"Defense sentiment is at one of the lowest levels in the last ten years"

#1017

"Defense sentiment is at one of the lowest levels in the last ten years"

DC Lite #699

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