If it feels to you like a lot’s happening across US equities in 2026 to
Category: Markets
China’s ‘Powerful’ Yuan Quietly Strengthens Amid De-Dollarization Innuendo
Xi Jinping wants a “powerful” currency. Just ask him. He’ll tell you. In January of
Is Alphabet’s 100-Year Bond The Bell At The Top?
Maybe the investment grade primary market will eventually balk at absorbing a deluge of big-tech
The Biggest Buyer Of US Stocks Isn’t Going Away
Given how ubiquitous the hyper-scaler capex debate is in 2026, it’s probably dawned on a
Xi Tells Chinese Banks To Cut US Treasury Exposure
It’s not just Danish pension operators. More often than not in recent years, the de-dollarization
In Japan, The Stocks Are Happy
Spend it if you got it! Or hell, spend it even if you don’t. Lord
Wall Street Thinks Main Street Might Win In 2026
In August of 2020, amid a late-summer melt-up in high-flying US tech stocks (remember “The
Big Tech Bets Its Balance Sheet On History’s Most Expensive Moonshot
“Way back” Tuesday, I noted that street forecasts for full-year hyper-scaler spending on the AI
Fear The Steepener?
Don’t fear the inversion, fear the steepener. Although a bit “inside baseball” vis-à-vis the casual
Amazon’s $200 Billion Capex Guide May Scare Investors
It was all about AWS when Amazon reported results after the bell on Wall Street
McElligott Has Unified Theory For Bitcoin, SaaS Plunge, Gold Rally
If you’re searching for a unified, Occam’s razor-friendly theory to explain gold’s meteoric rise over
‘Trustless’ Bitcoin Confronts Another Confidence Crisis
Money, like faith, is the product of the human imagination. — David McWilliams in The
Alphabet Posts Strong Growth In First Quarter As AI Leader
The stakes were high and, thanks to the company’s furious comeback in the race to
How AI Went From Tailwind To Headwind For Stocks
Earlier this week, I mentioned that forecasts for hyper-scaler capex in 2026 are up more
‘Loan-ageddon’ Looms As SaaS Scare Menaces Private Credit
“Well what the hell are we supposed to do with it?” “I dunno. Should’ve thought
Anthropic Threat Sparks ‘SaaSpocalypse’
It won’t be painless. The AI revolution, I mean. I can’t say I’ve consulted the
Tech Still Has An Oracle Problem
Oracle’s down 50% from last year’s vertiginous highs. Did anyone else notice that? I’m not
Gold And Silver Are More Meme Stocks Than Money
I’ll say it again: Excessive volatility can negate store of value considerations when it comes
Precious Metals Carnage Spills Over, Bleeds Crowded Trades
It got worse for precious metals on Monday if you can believe it. At one
What The Gold Bubble Says About The Nature Of Money
What are the desirable characteristics of money? It’s a straightforward question, and it’s tempting to
For Gold, Silver: Black Friday
Well, you can’t say they weren’t due for a pullback. By “they” I mean gold
Two Wild Charts Show Scope Of Gold Frenzy
Gold’s “getting bubbly.” And, along with silver, it’s “nutty overbought.” The quotes are from BofA’s
Kevin Warsh Wins World’s Worst Job
When Kevin Warsh was last in the running for the big seat at the Fed,
Apple Delivers Best Quarter In Years
“Way” back in October, Tim Cook said iPhone sales and also total revenue at Apple
Riding The Bubbles
There’s some nascent unwind risk emanating from the CTA universe. I realize that’s a little
Meta, Microsoft Beat As AI Costs Scrutinized
Meta and Microsoft both beat estimates in results released after the bell on Wall Street
Jerome Powell’s Got Nothing For You
Jerome Powell has nothing for you. On anything. Or at least not on anything you
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