Market Thoughts

The AI Memory Supercycle Hits Pause

Memorandum of Mis-understanding

Jul 8 • Samantha LaDuc

The Coming Energy Deflation-Driven Dollar Dump

Capital Rotation Big Picture

Jul 3 • Samantha LaDuc

AI Exhaustion Into "Summer Storm" if USDJPY does what it’s threatening…

Plus my live Intermarket Analysis from June 26

Jun 30 • Samantha LaDuc

AI Buildout Meets AI/Energy Deflation. Wen Hyperscalers?

The “AI Buildout Trade”

Jun 25 • Samantha LaDuc

Rising Dollar Is Deflationary

The Dollar Makes The Weather

Jun 24 • Samantha LaDuc

WATCH THE DOLLAR

Real quick note post live trading room 2-3PM today, Fed Day

Jun 17 • Samantha LaDuc

Luke’s Fave Consumer Spending Sector

Jun 15 • Samantha LaDuc

Protection Warning Paid

But QQQ Has Not Hit My Short Target, Yet

Jun 11 • Samantha LaDuc

Dispersion Unwind Meet Reverse Yen Carry Trade Unwind

Japan’s Intervention Isn’t Working And Upside Convexity Means No Downside Protection

Jun 3 • Samantha LaDuc

Jun 1 • Samantha LaDuc

Higher For Longer: Stocks, Oil ... AND Yields?

Rotation Reminder Into Volatility Season

May 19 • Samantha LaDuc

One Of My Highest Conviction Stock Picks From 2025 For 2026: CISCO ($CSCO)

Let’s Review…

May 15 • Samantha LaDuc

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