Nobody likes to hear “I told you so,” even when it comes from someone, in
Category: Markets
The Problem, In A Nutshell…
Investors are genuinely concerned that these companies are in the midst of destroying some of
What’s What And WTF?
Alphabet was on track Friday for its worst week since March of 2020, during the
Oil, Dammit!
Oil, goddammit! Oil. I remember chatting about it (oil) early in 2020 with a guy
My Goodness: Amazon Spent Some Money
Cue the Ren & Stimpy horse: “No sir, I don’t like it.” Amazon said after
Alphabet Whiffs, Microsoft Hits
Big numbers, everybody. Big numbers. Alphabet and Microsoft reported quarterly results after the bell on
Mona Lisa’s Smirk
The Kevin Warsh Fed, which is so committed to restoring price stability as defined by
F-ck You, Claude (Zen)
On Tuesday morning, in what I can only describe as an egregious error of judgment,
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
Credit Canaries
In addition to a smorgasbord of macro data, a Fed meeting and earnings reports from
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
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
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
Chipwrecked
In the context of what many believe is the largest speculative mania since the dot-com
Weekly: Mr. Coy
In saying nothing — or anyway very little, and nothing of real substance — about
The CoreWeave Doom Spiral
At the lows on Thursday, CoreWeave was down more than 25% since the beginning of
AI Trade Bleeds Out As TSMC, Anthropic Updates Are Damp Squib
On the surface anyway, things are going fine. Just ask Taiwan Semi CFO Wendell Huang,
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