Rotation from Semis Continues

How much longer?

Why Stocks Turn Before the 'Leading' Indicator

Strong Market Rebound

Short Squeeze Beach Ball Bounce or Something More?

Margin Debt Just Did Something It Hasn't Since 2000

CapEx Just Broke Above Its 30-Year Channel

Semiconductor Sector Selling

Rotation Into the Broader Market Continues

The 28-Year Cycle Driving the S&P 500

Market Tumbles on AI/Chip Rout

Global Semiconductors Selloff

The AI Boom Is Now Running on Debt

An 1875 Farmer Predicted 2026 — And He's Right So Far

FED’s Regime Change

FED’s Chairman Kevin Warsh is Changing the Rules

Weekend Newsletter 21 June 2026