Bitcoin was in the news again Monday. Unfortunately. A couple of days ago, as a
Category: Markets
Google > OpenAI: A Grand Reset Of The AI Chessboard?
If you want to unlock the mysteries of this week’s at times confusing US equities
McElligott On Nvidia And The Santa Rally Check List
Nvidia did “the Atlas thing,” Nomura’s Charlie McElligott said Thursday, as a still-nervous US equity
‘Everywhere, Everything, All At Once’: Nvidia Blows Away Estimates
Vive la révolution! Nvidia sold some chips last quarter. Quite a few of them, actually.
Fed Sounds Biased Against December Rate Cut
Pretty much the only thing everyone agreed on at last month’s FOMC meeting was that
Save The Buybacks!
How important are buybacks? That’s a rhetorical question. The answer, qualitatively, is “very.” If you
Wall Street’s Most Famous Bear Suggests This Time’s Different
This time’s different. Don’t get testy with me. I didn’t say it. Rather, it was
Mike Wilson, Uber-Bull?
For the better part of three years, Morgan Stanley’s Mike Wilson insisted the US economy
Capex And Clickbait
You’ve all seen the chart right? The one about fund managers and capex? If not,
McElligott On Stock Churn: ‘Relax’
“Relax, it’s just PNL protection.” That’s what Nomura’s Charlie McElligott had to say Tuesday about
Lowest Cash Levels On Record Shout ‘Sell!’
Late last week, while previewing the November edition of his global fund manager survey, BofA’s
Back-From-The-Dead Bonds Are Finally Beating Cash
Don’t look now, but US Treasurys are on track for their best year since 2020.
Are C-Suite AI Bulls All Hat And No Cattle?
Nearly two-thirds of S&P 500 companies mentioned AI during their Q3 quarterly analyst calls. Around
AI Bubble Fears Morph Into CDS Hysteria
Late last week, I wrote about the hullabaloo over Oracle’s credit default swaps. The overarching
The ‘Best Short’
There’s a new big short. Or “best short.” Somebody call Michael Burry and tell him
The Crash Everyone Saw Coming
The ubiquity of AI bubble narratives and, more to the point, the incisiveness with which
Local Short-Seller Deregisters Fund. Tomatoes Thrown
Michael Burry hasn’t been “in sync with the markets” for quite “some time.” That’s according
Big-Tech > US Government
One under-appreciated aspect of what’s quickly becoming the grandest market debate of our time —
Michael Burry, The Hyper-Scalers And A $176 Billion ‘Fraud’
I’m avowedly not a Michael Burry fan. Most of you know that. He’s crazy, and
A Word On CoreWeave…
If you’re not familiar with CoreWeave by now, you need to remedy that situation posthaste,
How To Be A Contrarian
Do you fancy yourself a contrarian? Of course you do. Just like everyone else who
Leveraged Buildout
Last weekend, I noted that it’s not realistic to expect America’s largest hyper-scalers to fund
Should Taxpayers Preemptively Bail Out OpenAI?
We’ve come too far, there’s too much to lose! — Frank Ricard As questions mount
BoE Gambles On Inflation Ebb With Dovish Pivot
Bank of England policy decisions are comedic these days. I’m not sure I’ve ever seen
Treasury Tweaks Coupon Auction Guidance First Time Since Yellen
For the first time since Janet Yellen inaugurated conciliatory language to placate an irritable market
The Underappreciated Impact Of Leveraged Stock ETFs
Occasionally, you’ll see a mainstream financial media article about leveraged ETFs, but such pieces are
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