Disclosure: I don't hold a position in UBER or any security mentioned in this article at the time of publication.
Disclosure: I hold a position in AMZN at the time of publication. This isn't personalized investment advice. Four managers added
Margin debt hit a record $1.50 trillion in June 2026, and the number I keep coming back to isn't
The US 10-year yield went from 4.64% to 4.74% this week while the dollar index dropped from 101.51 to
July was my most active month of the year, and almost all of it was one idea: selling strength to buy weakness.
$META is still one of the cleaner big-tech cash-flow trades I own. The market is worried about the AI spending cycle, and