

Frank Penich
LiferSteve posted an update a week ago
Why Stocks Can Rise Even in a Government Shutdown
- Rate Cuts & Fed Expectations
- The dominant narrative is still “Fed is cutting” or “Fed has room to cut.” A weak economic backdrop gives the Fed cover to ease, and rate cuts are bullish for equities. Traders are already pricing in ~40 bps of easing into year-end.
- “Bad News = Good News”…
Steve posted an update a week ago
The Bearish Weight of a Government Shutdown on the Economy and StocksIntroduction
A U.S. government shutdown is more than a political standoff — it’s a direct shock to the economy, financial markets, and investor confidence. While short-term shutdowns can seem like temporary noise, the truth is they compound systemic risks at a time when…
Steve posted an update a week ago
$NLST Netlist officially filed its ITC complaint on September 30, 2025. The action targets Samsung, Google, and Super Micro, alleging infringement of six patents related to DDR5 and HBM memory technologies. The filing seeks exclusion and cease-and-desist orders, which could block imports of infringing products and disrupt supply chains across…
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