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The Weekly Edge

Machinehead: A Cyclical Recovery in the Age of AI

Got a machinehead, it’s better than the restGreen to red, machineheadGot a machinehead, it’s better than the restGreen to red “Machinehead”, Bush The U.S. equity market has “got a machinehead” and, based on this week’s price action, “it’s better than the rest”. NVDA...

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The Ramblin’ Man: U.S. Equity Fourth Quarter Earnings Recap

Like the myth of the “Ramblin’ Man”, whose rough-and-tumble, on-the-road lifestyle was described by the Allman Brothers Band in 1973, most S&P 500 companies and management teams continue to search for the good times while navigating a bumpy road and challenging...

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