Another session, another circular AI deal. If this all implodes one day — you can
Author: therealheisenberg
Bullish Stocks, Bearish Life
I wish I were a Pollyanna. Really I do. Whenever I pen something that’s constructive
33 Out Of 36
The first of this week’s key US macro updates suggested factory activity across the world’s
One Word: Strong
Earnings season in the US is going well. Maybe you noticed. Specifically, 82% of companies
It’s Jobs Week In The US, BLS Or No BLS
In the days ahead, an assemblage of private sector US macro releases will give traders
Fed Succumbs To Polarization Plaguing America
Jerome Powell wasn’t exaggerating last week when he said there were “strongly different views” on
Weekly: The AI Spending Question
Now we’re supposed to believe investors are newly skeptical of AI spending. Just not at
Buffett’s Cash Pile Hits New Record At $382 Billion
It’s a Berkshire weekend. They always sneak up on me. Ol’ Warren (and “ol’” isn’t
War With Venezuela Has Nothing To Do With Cocaine
Donald Trump’s probably going to bomb the Venezuelan mainland. By the time you read this,
They’re Selling The Gold!
They’re selling gold. Or at least they were. Sun-colored metal headed into Friday down two
The Gen Z Put
I can’t. Ok, I can, but it’s really, really hard. Suffer Wall Street strategists’ pretensions
Amazon Hits The Trifecta, Apple Stokes Holiday Optimism
Amazon topped estimates in results released after the bell on Thursday. Total revenue in Q3
Where To Now?
I don’t love Mag7 reporting days. Or maybe I should say Mag6 reporting days. Tesla’s
Never Mind That Mushroom Cloud
“I guess, on [a] scale from zero to 10, I would say the meeting was
Europe’s Doing Ok, All Things Considered
ECB meetings are non-events these days and will be for the foreseeable future. Long story
Alphabet Has ‘Terrific’ Quarter. Spending Eyed At Meta, Microsoft
“Terrific.” That’s one word to describe the quarter Alphabet just had. Or at least that’s
‘Far From A Foregone Conclusion’
There was one overarching takeaway from Jerome Powell’s press conference on Wednesday afternoon in the
Schmid V. Miran
The Fed cut rates by 25bps on Wednesday, as widely expected. Stephen Miran, Trump’s man
Crowning Achievement
Memoranda of understanding. What are they, exactly? They’re “non-binding agreements that outline the shared intentions
Lower Mortgage Rates Fail To Revive Moribund US Housing
Flat. That was contract activity in the US housing market last month. Wednesday’s sole, lonely
It’s Not A Bubble, Nvidia Insists
Monday it was Qualcomm. Tuesday it was Nokia. Every day, something else soars 20% or
Consumer Confidence Falls As American ‘Vibecession’ Unrelenting
Consumer confidence in the US declined a third month in October as households continued to
America’s Inflation-Adjusted Housing Wealth Shrinks Again
Don’t look now, but America’s housing wealth declined a third straight month in inflation-adjusted terms.
‘Give Him My Putter. He’ll Love It.’
If I hear the term “golden age” one more time I fear I might lose
Remember: Bears Are Never Held Accountable
I keep coming back to the notion that people — as opposed to machines, and
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