Locator: 51006ARCHIVES.
Below: all this past week (with some minor exceptions). I'm thinking this looks like a major shift for investors. We're on a three-day US equity / bond market pause in observance of Juneteenth.
- "You can howl at the wind, but AI is here to stay."
- A new Chair at the Federal Reserve: Kevin Warsh -- some adulting -- not afraid to raise rates.
- The US and Iran sign memorandum of understanding to cease combat operations.
- SpaceX IPO; two more in the wings --
- Anthropic and OpenAI.SpaceX, OpenAI, and Anthropic are all launching mega Initial Public Offerings, collectively bringing nearly $4 trillion in market value to public investors and reshaping the tech sector.
- together, the companies are expected to raise over $200 billion in what is on pace to be one of the largest IPO waves in Wall Street history.
- Micron -- goes parabolic.
- Huge reversal: the CPU / GPU ratio -- the AMD / Nvidia ratio.
- Apple: not afraid to raise prices; won't sacrifice profitability.
- Price of oil falls precipitously, and gasoline follows.
- Trump is finally seen as a Lame Duck president. Maybe.
- America's 250th birthday celebration.
- FIFA Soccer World Cup 2026.
- US Open (PGA).
- KOSPI: hits the 9,000 milestone first time ever.
- Knicks tickertape parade and US Open tees off -- same day.
- Wimbledon, Williams sisters to play doubles -- announced this past week.
