
SEMIS/AI RETURN
Nothing is 100% sure especially in this noisy, news driven environment emanating from the farce of DC and we mean farce, but on Friday, it

Nothing is 100% sure especially in this noisy, news driven environment emanating from the farce of DC and we mean farce, but on Friday, it



SOURCE: https://www.spreaker.com/episode/oil-and-yields-09-02-2026–74830807

SOURCE: https://www.spreaker.com/episode/the-1-2-punch-09-01-2026–74793715

WATCH YIELDS! How many times do we have to say that? How many times have we said those 2 words recently? WATCH YIELDS!. The bond

SOURCE: https://www.spreaker.com/episode/mushy-markets-08-31-2026–74773017

SOURCE: https://www.spreaker.com/episode/ai-implosion-08-28-2026–74739809

SOURCE: https://www.spreaker.com/episode/software-with-a-capital-s-08-27-2026–74725230