Posts by Jason Bodner

Expect a Choppy September

Expect a Choppy September

Co-founder Jason Bodner joins Nicole Petallides on Schwab Network to discuss seasonality and Market Rotation Ahead of Midterm Election. Expect a Choppy September, NVDA Set Stage for End of 2026 Rally “I would expect September to be a choppy month for stocks,” says Jason Bodner, on the macro set-up and fund flows into commodities suggesting… Read more »

Why AI Infrastructure Outlasts the Headlines

Why AI Infrastructure Outlasts the Headlines

 In December 1947, physicists at Bell Labs invented the transistor. It changed everything. For decades prior, vacuum tubes powered every computing machine ever built. The hot, fragile, power-hungry glass tubes failed constantly and limited what was possible. The transistor replaced it all, and not gradually. Computing itself suddenly changed. This wasn’t an improvement on the… Read more »

Market Rotation Ahead of Midterm Election

Market Rotation Ahead of Midterm Election

In NASAโ€™s early days of space flight, there was a problem. Pilots simulated g-forces in centrifuges. At high forces, their bodies sent urgent distress signals. Heart rates spiked, vision narrowed, and they felt crushed. This seemed like a warning to stop. But instruments said otherwise. The centrifuge worked exactly as designed. Training wasnโ€™t about making… Read more »