I guess I’m a little confused. I hear every day that demand for compute’s insatiable
Category: Markets
Push It To The Limit
Vibe check: 80s coke parties in Miami. Or tech stocks 1999. Those are basically the
How Important Is Micron?
How important is Micron? That depends on the context for the question, but currently, the
Honor’s In The Dollar, Kid
27% if you can believe it. I guess whether you believe it depends on what
Who’ll Buy All The Stock?
“Who’ll buy all the debt?!” So goes the overwrought interrogative whenever the discussion turns to
Weekly: Hyper-Drag
Why are stocks struggling, where that just means struggling to make new(er) highs? Don’t answer
The Most-Asked Question, The Most Important Charts
The most-asked question in my inbox over the past two weeks is… well, to be
‘Daddy Needs A New Pair Of Shoes!’
Another day at the casino. Another circuit breaker in the wild, wild east. On Friday,
‘Obvious’ Things
The moment is upon us. The moment when tech capex overtakes buybacks and dividends. The
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
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