Saxo Market Call

Today, a look at carnage for additional individual names on AI disruption fears even amidst relative market calm in US equities. Elsewhere, a break down of the US jobs report, going way beyond all of the headlines on the January numbers to indicate how little the wiser we are all ...  Show more

Today, a look at carnage for additional individual names on AI disruption fears even amidst relative market calm in US equities. Elsewhere, a break down of the US jobs report, going way beyond all of the headlines on the January numbers to indicate how little the wiser we are all ...  Show more

Today, we discuss another session marked by notable divergences within the US stock universe, oil markets heading into territory that is starting to look expensive unless geopolitical tensions spill over into actual confrontation, the idea that the best things for gold and silver ...  Show more

Today's episode features a very special guest, Peter Garnry, CEO and co-founder of Gesda Capital, as we discuss everything from Novo Nordisk's performance in the wake of its Wegovy pill release to nearly everything AI-adjacent, from the market's rough treatment of software-as-a-s ...  Show more

Today, a look at the US equity market suffering it first real broad sell-off in a while as nearly everything sold off yesterday, with the negative vibes intensifying after the close on news of Amazon.com's titanic spending plans on AI for the coming year. Elsewhere, crypto suffer ...  Show more

Today, a look at a remarkable downdraft in nearly all AI-adjacent stocks, with no category escaping the selling, even as much of the rest of the market posted a positive and even strong day, the latest in wildly gyrating internals. We try to piece together a takeaway and wonder a ...  Show more