First of all, that a. I. Fueled boom, dell shares surging. Nasdaq coming off its First Closing high in more than two years. And ray dalio down plays talk of a tech bubble. Plus new York Community bank corp. Is warning of Material Weakness in its accounting, and its dragging down a number of other Regional Banks. That bank stock is also down sharply. Suboptimal situation. And in the land of lawsuits, elon musk, suing openai, accusing it of putting profit before humanity. Didnt you ask him about this . I did. I did. And well cover that. But first, lets get to the markets. Obviously, a new month. Happy march. Yes. February, obviously, we had a nice run of things. Jeff marks, my partner for the investing club, happy birthday. Happy birthday. Not mine this time. What do you want to talk about as we look ahead to the month of march . Whats in your mind . I want to obviously get to the dell earnings in a minute, but just give me your overall take on where we are and where were headed. Sure. I
Earnings this week. Of course, the dow jones flirting with the 40,000 level. Down but pretty much flat on the day. We will keep an eye on that throughout the day. We have yields to keep an eye on. Above 482 start the week to move about one basis point. Bitcoin on the rise. We have some Risk Appetite today. Gold spa Still Holding on with a bid of about 1. 5 . We have some movers under the surface. Shares soaring after announcing a treatment with the same active ingredient as another weight loss drug for 199 a month that undercuts big pharma by as much as 85 . Dozens of other telehealth, but companies have been trying to tap into the weight loss drugs. We are looking at Grayscale Investments because Michael Sonnenshein is stepping down and Peter Mintzberg from global sucks global Goldman Sachs will be taking over. Feet yet has seen billions in outflows since the launch of the queen etfs. Back to the fed, the higher for longer narrative, he had this to say this morning with Michael Mckee.
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