New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts.…
Finance
LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t
Eli Lilly's Q1 blowout reset the ceiling — and the options flow is telling a very specific story
Broadcom (AVGO): The Quiet Engine Behind the AI Infrastructure Supercycle
Custom silicon, record revenue, and a $100B runway — this is not your average chip story.