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Filtering by: Parag Thatte · clear filter

US STOCKS’ STRONG DECEMBER HISTORY SEEN TESTED BY AI MALAISE

https://media.zenfs.com/en/bloomberg_holding_pen_162/588bb864129b18cbf233c0338fef0ece

✍️ A year-end rally in US stocks is uncertain due to concerns over artificial intelligence valuations and slowing economic growth.

👉 The S&P 500 Index has historically gained 1.5% in December 👉 Investors are showing signs of wariness, with demand for hedges against losses in Big-Tech stocks near the highest since August 2024 👉 The Federal Reserve's interest rate decisions are a key factor in the market's uncertainty 👉 Historical seasonality favors a year-end rally, but the market is grappling with a murky backdrop

-- #DanGreenhaus #ChristopherWaller #EdYardeni #JCO'Hara #DennisDebusschere #AndrewTyler #ParagThatte #TomLee #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqhcp84dk2c2hjrljnecq6e956ur475w89p86zjtjz980m7t7tw6hqzqcpzx

Dan Greenhaus Christopher Waller Ed Yardeni JC O'Hara Dennis Debusschere Andrew Tyler Parag Thatte Tom Lee

11/25/2025

npub1vap2usg…grwc3n

ANALYSIS-AFTER LULL, WALL STREET EYES VOLATILITY PICKUP AS RISKS BUILD

https://media.zenfs.com/en/reuters-finance.com/ad2f390c0991bf8b4991697a58074317

✍️ Wall Street is expected to close its calmest quarter in nearly six years, with market participants on high alert for renewed market volatility.

👉 The S&P 500's one-month volatility has averaged 10.8, the lowest for any quarter since 2019. 👉 Investors are growing wary that a spike in volatility could be close. 👉 Some predict a sharp increase in market swings.

-- #SaqibIqbalAhmed #MattThompson #RockyFishman #ParagThatte #TobiasHekster #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqc2h7j0vry5d8a4095ja4rc7cf2z5hf3lydre2gx9jc0hqewdn8fqtyfk8j

Saqib Iqbal Ahmed Matt Thompson Rocky Fishman Parag Thatte Tobias Hekster business mainstream:perspective

9/30/2025

npub1vap2usg…grwc3n

‘BUYERS’ FATIGUE’ THREATENS US STOCK RALLY AS FUND FLOWS WEAKEN

https://s.yimg.com/ny/api/res/1.2/nyL7Ai6wevCLZLgV8g2CDw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://media.zenfs.com/en/bloomberg_holding_pen_162/8a9171411b1b06e73368770ffd2745d0

✍️ The US stock market's recent record run may be coming to an end as investors retreat from their strong bullish positioning, with weak flows into US equity funds and soft flows from American and European investors.

👉 Weak flows into US equity funds 👉 Soft flows from American and European investors 👉 Elevated equity valuations 👉 Decline in bullish sentiment 👉 Seasonal weakness 👉 Options market signaling concerns about the rally 👉 Federal Reserve's decision on Wednesday may be a 'sell the news' event

-- #LoriCalvasina #ParagThatte #MandyXu #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq92gmk7ah4vd0tzghpkktqw9lpu37zcae3grcwv37qyqrahdv0fuqr2ekgl

Lori Calvasina Parag Thatte Mandy Xu business mainstream:perspective

9/10/2025

npub1vap2usg…grwc3n

HOW INVESTORS WENT FROM STAGFLATION PANIC TO BULL MARKET EUPHORIA

https://s.yimg.com/ny/api/res/1.2/73NmIGHGDMMFu.xQbowi6g--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD05MDA-/https://media.zenfs.com/en/business_insider_articles_888/92241d26b9357e578c181d42504e7124

✍️ The stock market has experienced a dramatic turnaround in recent months, with investors shifting from worrying about stagflation to cheering a bull rally.

👉 Tariffs are not as bad as initially feared 👉 The strong US economy has bucked calls for a slowdown 👉 Inflation has drifted slightly higher but overall price growth is close to the Fed's 2% target 👉 Corporate earnings have been holding up well 👉 Some market pros warn that investors may be getting ahead of themselves

-- #DonaldTrump #DougPeta #PaulHickey #ParagThatte #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq7lf49x6qtrkm485zncesh3jph9zy0y527az6nf8awwvv5emk84jqr4acr8

Donald Trump Doug Peta Paul Hickey Parag Thatte business mainstream:perspective

8/1/2025

npub1vap2usg…grwc3n

MEME STOCKS ARE BACK—SHOULD YOU BE WORRIED?

https://s.yimg.com/ny/api/res/1.2/5cSFn8qJPRDkij9HKNMG8Q--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://media.zenfs.com/en/investopedia_245/c32ba11ec85051e969abb78a3797c450

✍️ Meme stocks are back in the spotlight as shares of Kohl's and Opendoor surge, with some speculating that a short squeeze may have been the culprit.

👉 Shares of Kohl's and Opendoor surge, with some speculating that a short squeeze may have been the culprit. 👉 Meme stocks, which fueled a frenzy of speculation in 2021, are back in the spotlight. 👉 The return of meme stocks may be linked to the recent success of the stock market. 👉 Speculative assets like cryptocurrencies are performing well, with Bitcoin trading near its all-time high.

-- #ParagThatte #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq5wlf6fh0gpr6mafgzk3umwp96f5wm4cyplpp6zt9zz927xww8gfq0lawdn

Parag Thatte business mainstream:perspective

7/24/2025

npub1vap2usg…grwc3n

TRADERS MODEL BULLISH MOVES FOR S&P 500 WITH TARIFF TENSIONS EASING

https://media.zenfs.com/en/bloomberg_holding_pen_162/6d986f29fc26fe6032901f683c0beb63

✍️ The S&P 500 Index is expected to reach new highs after breaking above its 200-day moving average, with technical analysts predicting further gains.

👉 S&P 500 Index breaks above its 200-day moving average 👉 Analysts predict further gains, with some predicting a move to 6,600 or 6,645 👉 Easing of trade tensions between the US and China seen as a positive sign for the market 👉 Technical analysts predict a shift in sentiment

-- #JohnKolovos #JCO'Hara #SamStovall #ParagThatte #BramKaplan #CraigJohnson #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqsuz7tsj0dk3e9ylmygcmuzqvpeaw2hhjj6ag80tjet0u5a5kf4ysk4jmya

John Kolovos JC O'Hara Sam Stovall Parag Thatte Bram Kaplan Craig Johnson business mainstream:perspective

5/13/2025

Layer3.news

AI by layer3.news

Filtering by: Parag Thatte · clear filter

npub1vap2usg…grwc3n

US STOCKS’ STRONG DECEMBER HISTORY SEEN TESTED BY AI MALAISE

https://media.zenfs.com/en/bloomberg_holding_pen_162/588bb864129b18cbf233c0338fef0ece

✍️ A year-end rally in US stocks is uncertain due to concerns over artificial intelligence valuations and slowing economic growth.

-- #DanGreenhaus #ChristopherWaller #EdYardeni #JCO'Hara #DennisDebusschere #AndrewTyler #ParagThatte #TomLee #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqhcp84dk2c2hjrljnecq6e956ur475w89p86zjtjz980m7t7tw6hqzqcpzx

Dan Greenhaus Christopher Waller Ed Yardeni JC O'Hara Dennis Debusschere Andrew Tyler Parag Thatte Tom Lee

11/25/2025

npub1vap2usg…grwc3n

ANALYSIS-AFTER LULL, WALL STREET EYES VOLATILITY PICKUP AS RISKS BUILD

https://media.zenfs.com/en/reuters-finance.com/ad2f390c0991bf8b4991697a58074317

✍️ Wall Street is expected to close its calmest quarter in nearly six years, with market participants on high alert for renewed market volatility.

-- #SaqibIqbalAhmed #MattThompson #RockyFishman #ParagThatte #TobiasHekster #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqc2h7j0vry5d8a4095ja4rc7cf2z5hf3lydre2gx9jc0hqewdn8fqtyfk8j

Saqib Iqbal Ahmed Matt Thompson Rocky Fishman Parag Thatte Tobias Hekster business mainstream:perspective

9/30/2025

npub1vap2usg…grwc3n

‘BUYERS’ FATIGUE’ THREATENS US STOCK RALLY AS FUND FLOWS WEAKEN

https://s.yimg.com/ny/api/res/1.2/nyL7Ai6wevCLZLgV8g2CDw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://media.zenfs.com/en/bloomberg_holding_pen_162/8a9171411b1b06e73368770ffd2745d0

✍️ The US stock market's recent record run may be coming to an end as investors retreat from their strong bullish positioning, with weak flows into US equity funds and soft flows from American and European investors.

-- #LoriCalvasina #ParagThatte #MandyXu #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq92gmk7ah4vd0tzghpkktqw9lpu37zcae3grcwv37qyqrahdv0fuqr2ekgl

Lori Calvasina Parag Thatte Mandy Xu business mainstream:perspective

9/10/2025

npub1vap2usg…grwc3n

HOW INVESTORS WENT FROM STAGFLATION PANIC TO BULL MARKET EUPHORIA

https://s.yimg.com/ny/api/res/1.2/73NmIGHGDMMFu.xQbowi6g--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD05MDA-/https://media.zenfs.com/en/business_insider_articles_888/92241d26b9357e578c181d42504e7124

✍️ The stock market has experienced a dramatic turnaround in recent months, with investors shifting from worrying about stagflation to cheering a bull rally.

-- #DonaldTrump #DougPeta #PaulHickey #ParagThatte #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq7lf49x6qtrkm485zncesh3jph9zy0y527az6nf8awwvv5emk84jqr4acr8

Donald Trump Doug Peta Paul Hickey Parag Thatte business mainstream:perspective

8/1/2025

npub1vap2usg…grwc3n

MEME STOCKS ARE BACK—SHOULD YOU BE WORRIED?

https://s.yimg.com/ny/api/res/1.2/5cSFn8qJPRDkij9HKNMG8Q--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://media.zenfs.com/en/investopedia_245/c32ba11ec85051e969abb78a3797c450

✍️ Meme stocks are back in the spotlight as shares of Kohl's and Opendoor surge, with some speculating that a short squeeze may have been the culprit.

-- #ParagThatte #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq5wlf6fh0gpr6mafgzk3umwp96f5wm4cyplpp6zt9zz927xww8gfq0lawdn

Parag Thatte business mainstream:perspective

7/24/2025

npub1vap2usg…grwc3n

TRADERS MODEL BULLISH MOVES FOR S&P 500 WITH TARIFF TENSIONS EASING

https://media.zenfs.com/en/bloomberg_holding_pen_162/6d986f29fc26fe6032901f683c0beb63

✍️ The S&P 500 Index is expected to reach new highs after breaking above its 200-day moving average, with technical analysts predicting further gains.

-- #JohnKolovos #JCO'Hara #SamStovall #ParagThatte #BramKaplan #CraigJohnson #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqsuz7tsj0dk3e9ylmygcmuzqvpeaw2hhjj6ag80tjet0u5a5kf4ysk4jmya

John Kolovos JC O'Hara Sam Stovall Parag Thatte Bram Kaplan Craig Johnson business mainstream:perspective

5/13/2025