Insider Buying Week 12-19-25 Waiting on Godot? the Santa Claus Rally?
The AI trade is on, it’s off. I feel like I’m leaving in two realities. One where the plane is flying along and as soon as the AI Capex cycle hits a speed bump, the plane lurches into stall speed. The other one, completely divorced from the Capex cycle is entirely dependent on stock market levitation and the wealth effect. It’s interest rates not AI. Of course there is a wealth gap chasm in between- and most of us live there. The change is coming. The current low VIX is just the quiet before the cannon fire. Be ready to … Read more