F-ck You, Claude (Zen)
On Tuesday morning, in what I can only describe as an egregious error of judgment,
Frozen Bubble
They bought some new homes last month. I don’t know for the life of me
It’s All Relative
“WOW! Consumer confidence up BIG! Thank you President Trump!” That’s what I’d say on my
Around, Around We Go
Deals, deals everywhere. Most of them circular. What could go wrong? On Tuesday, in the
Anthropic: The Promise, The Numbers, The Risks
We believe that AI is one of the most consequential technologies in human history. If
Only You Can Prevent A Bear Market
You better keep buying. Buying stocks, I mean. Because while the corporate bid’s still huge
It’s A Big Week
It’s gonna be a big week. Who’s excited?! No, seriously. This is a crucial week
Credit Canaries
In addition to a smorgasbord of macro data, a Fed meeting and earnings reports from
What To Expect From The October FOMC Meeting
Nothing. That’s the answer to the question implicitly posed by the title here. A succession
Weekly: Something Wicked This Way Comes?
Last Friday, I wrote that “the business week ended October 16, 2026, will either be
After The Rally: What’s Next For Treasurys?
Although I’ll take it vis à vis my early-October suggestion that US yields had likely
Kevin Needs A Credit Event
If the Kevin Warsh Fed was already inclined to suggest the market’s “doing some of
Return Of The Left-Tail
Remember the left-tail? If not, no one will blame you. It was, err, left for
Not Since 1969…
Earlier this month, I noted that US jobless claims were about to make history. Again.
Not Done Just Yet?
The Pentagon’s “assembling a massive arsenal” in the Gulf, where American forces will be “fully
Flying Cars, New Share Class Highlight Tesla, Meta Results
The company soon to be known as SpaceX was free-cash-flow positive last quarter, according to
Ken Sees A Bubble
Ken Griffin, who didn’t love his Nick Offerman character in Dumb Money, sees a bubble.
A Starship Enterprise
Merger. Merger. M–M–M–Merger. America. Let’s go. Let’s do this. — Jackie Moon A long-rumored tie-up
Watch This Space
“To infinity and beyond!” Or whatever. Elon Musk’s rocket-making, satellite-broadband company-turned-data-center REIT reported Q3 sales
AI ON / AI OFF
“Three weeks, three different continents.” That’s what Charlie McElligott’s been up to recently. Beats my
Dear Lord…
Jesus Christ. That’s a two-word summary of Tuesday’s housing market updates out of the US
The Elice Canary
“All ants are dying.” So read the caption on a picture of Lewis Carroll’s Alice
Is The Earnings Bubble About To Pop?
Is the great American “profit boom” coming to an end? Spoiler alert: Probably not, and
Euphoric Depression
“Alms, alms, alms for the poor homebuilders.” I don’t know how much sympathy there is
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