Japan's Negative Rates: The Hidden Threat to US Tech Stock Valuations  As the US stock market continues to reach new highs, it's natural for investors to speculate about where the greatest risk to this bull market might come from. However, many are focused on the wrong potential threats. The biggest risk to the bull market isn't from a US rece...

Hedge Funds Slash Tech Stocks, Diversify Amid AI Bubble Fears  Three weeks ago, as stocks continued to surge, we questioned if the "Party Is Almost Over" when hedge funds began offloading record amounts of tech stocks to retail investors. This marked the start of significant liquidations, which we closely monitored. Recently, we reported that ...