From the Desk of Kelly Evans: The market's "mushy middle"

From the Desk of Kelly Evans: The market's "m...

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Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26

Memory chips come back down to earth. Wolfe targets a new top pick in retail. Plus, why G Squared Capital’s Victoria Greene is sitting on the SpaceX sidelines. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d ...  Show more

The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26

Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from here. Plus, a look at Alan Geenspan’s influence on Fed policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for ...  Show more

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