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Sparkline Capital's Kai Wu on the AI Bubble, the K-Shaped Market and Disruption

Sparkline Capital's Kai Wu on the AI Bubble, the K-Shaped Market and Disruption

Wu tells Full Signal why he's cautious on the AI infrastructure trade, and where he sees value.

Oct 15, 2026

Big Banks are cashing in on stock trading

Big Banks are cashing in on stock trading

Wall Street's latest earnings reveal astronomical equity trading numbers.

Oct 15, 2026

New York Life's Julia Hermann on The New Macro Regime Change and Portfolio Strategy

New York Life's Julia Hermann on The New Macro Regime Change and Portfolio Strategy

Hermann tells Full Signal why market-led liquidity reshapes the Fed put, and where she sees value.

Oct 14, 2026

Wall Street just can't stop selling leverage

Wall Street just can't stop selling leverage

Assets in derivatives-based ETFs are up more than 450% since the bull market began four years ago

Oct 14, 2026

Bloomberg Macro Strategist Tatiana Darie on the biggest risks and opportunities in the market today

Bloomberg Macro Strategist Tatiana Darie on the biggest risks and opportunities in the market today

Darie tells Full Signal why rate volatility matters more than the 5% level, and where she sees value.

Oct 13, 2026

History says one of the strongest bull markets ever could be just getting started

History says one of the strongest bull markets ever could be just getting started

The S&P 500 is up 118% as it enters its fifth year.

Oct 13, 2026

Buying the entire stock market is really just a narrow bet on tech dominance

Buying the entire stock market is really just a narrow bet on tech dominance

An AI-driven bull market means a heavy tech bias at an index level.

Oct 12, 2026

This boring stock is set to compound for years with one of the stickiest customer bases in the economy

This boring stock is set to compound for years with one of the stickiest customer bases in the economy

Veteran investor Keith Buchanan's highest-conviction idea for the next 12 months.

LockSimple

Oct 11, 2026

3 charts explain the bullish seasonality behind midterm elections

3 charts explain the bullish seasonality behind midterm elections

The post-midterm election year is historically the strongest of the four-year cycle.

Oct 9, 2026

Silvia CEO Anthony Pompliano on Bitcoin, Gold, Land and the AI Trade

Silvia CEO Anthony Pompliano on Bitcoin, Gold, Land and the AI Trade

The Silvia Inc. CEO explains why he trusts the market over macro data and barbells hard assets with startups.

Oct 8, 2026

The average stock is getting crushed by the S&P 500

The average stock is getting crushed by the S&P 500

The equal-weight S&P 500 is lagging more and more against the benchmark index.

Oct 8, 2026

Barron's Josh Schafer Shares 5 Stock Picks for 2027

Barron's Josh Schafer Shares 5 Stock Picks for 2027

The Barron's investment writer explains why bond yields are narrowing the market and why he still thinks the next big move is higher.

Oct 7, 2026

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The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.


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