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Luke Kawa
Posts
Spiking oil prices have investors turning up their noses at fragrance stocks
Estée Lauder and International Flavors & Fragrances are among the worst-performing stocks since the kinetic conflict in the Middle East started.
Never-ending stream of private credit conniptions weighs on financials
Stocks tied to private credit and the broader banking industry are coming under pressure.
JPMorgan warns on the first “persistent signs of weakness” from retail traders in 2026
It takes a lot to shake the resolve of retail traders. War and oil price spikes might just be enough.
February CPI inflation lands in line with expectations
February inflation figures are out.
Nebius spikes after announcing $2 billion investment from Nvidia
And YOU get $2 billion and YOU get $2 billion and YOU get $2 billion…
Deutsche Bank upgrades software stocks, sees no evidence of negative impacts from AI on sales this year
“Also, after asking various experts, generalists, Gemini, ChatGPT and Claude, we have still not come across a single Software company that expects a negative revenue…
US gas prices exceed $3.50 per gallon for the first time since July 2024
Prediction markets no longer see $4 gas as likely at the end of March, however.
Why extreme oil price volatility sets off alarm bells for markets and the economy
Nearly every time front-month Brent futures have risen or fallen 30% or more in a month, that’s been accompanied by above-average stock market volatility. In…
Why extreme oil price volatility sets off alarm bells for markets and the economy
Nearly every time front-month Brent futures have risen or fallen 30% or more in a month, that’s been accompanied by above-average stock market volatility. In…
Leo KoGuan, billionaire Tesla bull, tweets that he purchased another 1 million shares of Nvidia
“Hopefully, I can contribute a little to calm the nervous market. Good luck all,” he tweeted.