The moment is upon us. The moment when tech capex overtakes buybacks and dividends. The
Category: Markets
How Leveraged ETFs Turn Markets Into Casinos
If you’d suggested to me a few years ago that a meaningful share of the
The Apple Shock Arrives
“I was told there would be disinflation.” The AI jokes just write themselves on some
Micron Delivers. And Then Some
The sputtering US equity rally cleared a major hurdle on Wednesday afternoon, when Micron came
Coming To America
More bells at the top? Chip mania mascot SK Hynix — talk of the town
Investors Line Up To Loan Musk More Moon Money
“I’d expect all SpaceX offerings to be heavily oversubscribed,” I wrote earlier this week, editorializing
Avalanche Anatomy
I won’t harp on this too awful much unless things take a turn for the…
The Wild, Wild East
Can geography make an otherwise apt metaphor a misnomer? Maybe. If so, “Wild, Wild West”
News From The Final Frontier
I don’t especially enjoy writing about SpaceX. I went through the motions on IPO day
Meanwhile, In South Korea…
I suppose I’d be remiss not to mention a watershed moment from the wild, wild
The Other Kind Of ‘Boom’
With the (hardly insignificant) caveat that as long as margins remain elevated and corporates sustain
Boom Looping
The war with Iran’s likely to cost American taxpayers more than $1 trillion, according to
Let’s Not Be Naive About Kevin Warsh
My sense is that analysts are misreading Kevin Warsh. Markets too, perhaps, although you can’t
Restating An Inflation Mandate Does Not A Hawk Make
I think Kevin Warsh will do everything he possibly can to avoid raising rates. Contrary
Warsh Revamps Fed Statement, Ditches Rate Guidance, Snubs Dots
Well, it’s official: Kevin Warsh isn’t Kevin Hassett, which is to say Warsh isn’t the
A Bull Market In Watershed Moments
Epochal change is everywhere. Have you noticed that? There’s a bull market in tectonic shifts.
The Boring Fundamentals
The fundamentals are sound! How many times have I said that recently amid a US
‘Which Warsh?’ What To Expect From The June FOMC
“Which Kevin Warsh will show up” at this week’s FOMC press conference, Bloomberg Economics wondered.
Weekly: Is SpaceX IPO (And Elon Musk, Trillionaire) The Top?
I don’t think the bubble — if that’s what it is — bursts before OpenAI
Moonshot. Literally.
We believe we have identified the largest actionable total addressable market in human history. —
Europe Faces Stagflation As ECB Hikes, Sees Slower Growth
The ECB on Thursday became the first G7 central bank to raise rates as a
Oracle’s Back In The News
Oracle was back in the news on Thursday. And not just in the news, but
Trump ‘Loves The Inflation’ As ‘Stealth’ Flows Cap Oil Surge
Not a day goes by. When Donald Trump doesn’t make me chuckle. Dejectedly, disdainfully, despairingly,
The Largest Profit Boom In History
“Quite simply extraordinary.” That’s how SocGen’s Andrew Lapthorne described the recent inflection in consensus profit
‘Take Profits,’ Subramanian Says. ‘Too Many Red Flags.’
Frank Cross: Well, it’s a little late for this kind of feedback. Eliot Loudermilk: That’s
The Flows Behind Wall Street’s Bloody Friday
If you were wondering about the specifics of the mechanical flows which “helped” turn a
Rate Hikes ‘Kill Success,’ Trump Warns, As Warsh Takes Over
Donald Trump’s already pressuring Kevin Warsh to cut rates. Before losing his patience and storming
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