The AI Boom Just Lost Its Banker
On November 11, while editorializing around Jensen Huang’s dramatic personal and professional denouement, I suggested
I’ll Have The Roasted Dove, Please
Meanwhile, in US rates. Lost in wall-to-wall coverage of the Jensen Huang drama Thursday was
Nvidia Crisis Crescendoes As Huang Ousted, Alibaba Plunges
Earlier this week, the Financial Times identified Alibaba as an “anchor customer” for Megaspeed, the
Huang Kiss Goodnight
“Oh, Jensen, I lahv your ledder jacket!” That’s what Alice might’ve said. “You should see
‘We Are So Back!’ Shouted The Semis
“To hell with Jensen Huang and his spyin’ mistress. Who needs ’em, anyway?” So shouted
‘We’ve Got A Real Issue On Our Hands,’ Emboldened Fed Exclaims
Austan Goolsbee’s worried. About inflation. Which gives him something, at least, in common with the
Anthropic IPO: What To Know
Circus. That’s one word (probably the best one) to describe Anthropic’s IPO roadshow, which launched
Let’s Get ‘Mechanical’ About This
Stocks have been movin’ around more lately. Maybe you noticed. Late last month, US equities
‘Vol Cubed’ Explodes, Eclipsing ‘Even Volmageddon’
Buckle up. That, in a nutshell, was the message on Tuesday from Nomura’s Charlie McElligott,
Trial Balloon
In this week’s macro preview, I derided economists, which is par for the course in
He’s An Importer-Exporter, Okay?
Vandelay Industries put up some big trade numbers on Tuesday. On a monthly basis, China’s
The Dark Side Of Liquidity: The Genealogy Of The AI Arms Race
By Aleksandar Kocic They were driven mad by their riches (P. P. Njegoš) Strange days.
Buy The Dip? (Honeypot Training)
Buy the dip. That’s what they were doing on Wall Street Monday. I don’t know
What Are Treasurys Telling Us?
Has anyone checked on breakevens since the election? That’s a joke. I mean, US rates
Megaspeed Indeed. (Two Huangs Don’t Make A Right)
What did Jensen know about Alice, and when? Hopefully, the answer to the first question’s
Jensen Got Honey-Trapped
So he might’ve slept with a Chinese spy. Who among us, right? I don’t know
Rasputin Presiding
A plainly reeling Donald Trump’s circling the wagons and tossing Hail Marys following one of
Inflation Week!
It’s inflation week in the US and you know what that means: Disgruntled Americans will
Weekly: Melodrama
When the dust settled following Democrats’ historic midterm election sweep (and I’m by no means
‘Dem Fatale’ Crashes The AI Party
The blue tsunami was a game-changer. A zeitgeist-altering, narrative-shifting force of electoral nature, after which
Inflation Fatalism Has Set In
Nearly six in 10 respondents to the most respected consumer sentiment survey in America “spontaneously”
Drunken Monkey Darts
Nailed it. Sort of. What was it I said in this week’s macro preview about
On Wall Street: Crash And F’in’ Burn
Ok, so November 5, 2026, was obviously a disaster on Wall Street. I mean, not
Did Democrats Just Kill ‘New 60/40’?
It worked until it didn’t. For most of 2026, and particularly post-Iran war onset, the
Um, Excuse Me, But Your Chips Are Bleeding
With the end of the Trump era comes the end of the AI/data center grift,
US Jobless Claims Chase History
Somebody check TruthSocial. Donald Trump’s propaganda machine might’ve made a new poster to celebrate the
‘Tis The Season! For Temporary Fulfillment Jobs
In this week’s macro preview, I described Thursday’s Challenger report as a “now or never”
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