SK Hynix

70% of S&P 500 stocks are now in a downtrend, Big Picture Trading finds

8 charts: the record short position nobody will take the other side of, why he calls the global hawkish turn a policy error, and the level where he says…

3 hrs ago • The Scuttlebutt

The AI capex trade now runs through copper and Caterpillar — Horizon Investments CIO

6 insights: the flywheel he says pulls builders, utilities and water into the AI trade, the copper price he reads as a proxy for it, and why he is not…

Sep 21 • The Scuttlebutt

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