On The Horizon: After The Landfall
On Guy Fawkes Day, Worst US stock day since March 2020 (SPY −4.4%, QQQ −6%, SOX −12%).
Gunpowder in plain sight: narrow breadth, crowded momentum, AI share wave, hawkish Fed.
What’s next →
dmg03860.substack.com/p/on-t…
#Stocks #AI #Midterms2026