The Overall "AI Market" Needed to Become a Lot MORE Profitable in 2025 & 2026 to Sustain This Rally. That Seems Much Less Likely Now.

"High for longer" long-term yields and the new tariffs won't help the market either.

In this weekend’s piece, we discuss what the real implications surrounding the DeepSeek issue and why investors need to avoid being complacent about them…..We also highlight how the bond market…and several important equity ETF’s stand at critical levels on the technical side of things.