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Latest Issues

Semiconductor Correction Continues. Netflix Lower After Hours

Stocks were lower today as the correction in semiconductor stocks continued. Unlike yesterday, mega-cap tech wasn’t there to offset the damage. Alongside weakness in chipmakers like NVDA and AVGO, GOOGL was sharply lower as well, due to del...

4 days ago
1

Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets

Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today!

Danny Moses welcomes Porter Collins and Vincent...

4 days ago

A Fateful Eight Wakeup?

Stocks managed to grind higher despite another day of semiconductor volatility in large part to some of the mega cap names like AAPL, MSFT, META ad MSFT seeing some rotations, perhaps at the expense of some de-risking in parts of the more p...

5 days ago
4

The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors

Dan Nathan and Guy Adami host Ben Emons of FedWatch Advisors to discuss shifting Fed communication under Kevin Warsh, including a push away from strong forward guidance like recent comments from Waller. Emons distinguishes disinflation from...

5 days ago

Cooler CPI, Mostly Positive Bank Earnings, and Slight Semi Rebound. IBM Crushed.

Stocks bounced back after a cooler than expected CPI, even as oil rose and yields gave up much of their initial reaction lower. Bank earnings were a net positive, while semiconductors stabilized after Monday's sharp sell-off.

Tomorrow is...

6 days ago
9

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