1. NASDAQ's 13-Day Rally: A 'Batshit Insane' Streak Fueled by Positioning, Not Fundamentals
The market has not just recovered from recent geopolitical panic; it has surged to new highs, with the NASDAQ logging a 13-day winning streak—its longest since July 2009. This relentless rally defies unresolved risks and a disconnect from traditional valuation fundamentals, suggesting the move is driven by market mecha...