The IPO Boom And Its Impact On Markets
Written by Michael Lebowitz and Lance Roberts | Jun 5, 2026 | Daily Market CommentaryThe headlines surrounding the SpaceX IPO seem mainly focused on how high the stock will…
> Read MoreThe headlines surrounding the SpaceX IPO seem mainly focused on how high the stock will…
> Read More“Never. No. We’re not sellers. We’re only acquiring and holding Bitcoin. That’s our strategy.” —…
> Read MoreAt the start of the year, Wall Street voiced concern about Nvidia’s so-called Blackwell Cliff….
> Read MoreRobinhood, the financial brokerage company, just introduced an AI credit card agent. The AI credit…
> Read MoreOne of the most underappreciated risks to the economic outlook is the historically low personal…
> Read MoreWe thought we were done with our recent stream on crude oil prices, consumer confidence,…
> Read MoreYesterday’s Commentary led with a discussion of how bond yields have risen far more than…
> Read MoreSince the Iranian conflict began, bond yields have risen sharply due to investor expectations of…
> Read MoreLast week’s release of the April FOMC minutes shows a growing push among the FOMC…
> Read MoreSpaceX filed its securities registration with the SEC and is now set to conduct its…
> Read MoreWhen investors discuss the semiconductor chips driving AI infrastructure, they almost always key on Nvidia…
> Read MoreSome political pundits think that Iran holds important negotiating cards versus the US if it…
> Read MoreAs we wrote in Yesterday’s Commentary, the broad market indexes have surged since the April…
> Read MoreThere is plenty in the media about whether this recent market surge is driven by…
> Read MoreJerome Powell’s term as Fed Chairman expires this Friday, with Kevin Warsh now confirmed by…
> Read MoreInvestors are optimistic that the Wednesday kickoff of the US-China trade summit, featuring President Trump…
> Read MoreSince the start of 2024, McDonald’s (MCD) stock has fallen 7% while the S&P 500…
> Read MoreWe recently read someone’s take that the graph below decisively points to the “bond market…
> Read MoreAt the April 29th FOMC meeting, Cleveland Fed President Beth Hammack and two others (Logan…
> Read MoreAt the April 29th FOMC meeting, Cleveland Fed President Beth Hammack and two others (Logan…
> Read MoreWhen businesses have concerns about the economy, they often lay off or stop hiring temporary…
> Read MoreThe graph below shows that the US oil rig count has been slightly declining despite…
> Read MoreMichael Nicoletos wrote a thoughtful paper titled “The Index Trap,” making a compelling case that…
> Read MoreThe Treasury General Account (TGA) is effectively the US Treasury’s checking account held at the…
> Read MoreThe semiconductor leaderboard has quietly flipped over the past month, and the NVDA to CPU…
> Read MoreWednesday’s mega-cap tech earnings produced one of the cleaner real-time experiments we’ve seen this cycle….
> Read MorePresuming Kevin Warsh’s nomination as Fed Chair is approved by the Senate, as is widely…
> Read MoreThe relationship between Microsoft and OpenAI has been a defining partnership in the blooming AI…
> Read MoreThe Philadelphia Semiconductor Index (SOX) is on an incredible 18-day winning streak. Over this period,…
> Read MoreOn Thursday, the executives at Service Now (NOW) and IBM learned an important lesson the…
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