For quite a while after Russia invaded Ukraine, Western central banks included an admonishment to
Category: Markets
Weekly: War Comes To The US Front-End
The war came home for America this week. Not in the form of any actual
Iran Oil Blowback Has World Over A Barrel
Don’t read The New York Times. That was Donald Trump’s advice to Americans as the
Stocks In War
In light of Mojtaba Khamenei’s avowed determination to keep the Strait of Hormuz closed in
Market Derelict On Oil Inflation Risk, Albert Edwards Says
If you ask the sell-side’s most famous bear, the bond market’s insufficiently attentive to inflation
Two Crazy Charts And A Wildly Bullish Backtest
Wanna see something crazy?! When it’s me asking, you can safely answer in the emphatic
Will Oracle’s Cloud Growth Stanch The Bleeding?
In the normal course of things, I wouldn’t dedicate special coverage to Oracle’s earnings release.
Canaries And Eye Candy From Inside The AI Bubble
How crucial are AI investment and AI-enabled cloud services to overall corporate profit growth in
Remember AI?
Remember AI and all the attendant debates and dramas? There was the capex question and
Where’s The Iran War Stock Crash?
“Stocks should be down more.” That’s something you might’ve heard in this week’s earliest US
‘Only Fools’
When things get chaotic — when down is up, white is black and day is
Traders Get Inflation Double-Header In Fog Of War
It’s inflation week in the US. If you ask me, risks around updates on the
Weekly: Déjà Vu
2022 called. It wants its geostrategic macro zeitgeist back. If you felt the discomfiting twinge
Oil Soars Most Since Ukraine Invasion As Iran War Spirals
Donald Trump has a real mess on his hands, not to mention a lot of
The World’s Biggest Stock Bubble Just Burst
Last week, before the bombs started falling in Iran, I warned on the possibility of
What We Just Learned About The Dollar
If the question was whether the dollar retains its haven appeal in times of acute
Bonds Jolted As Risk Of Global Energy Crisis Grows
Although I’m of the opinion that the near-term, war-driven spike will fade more quickly than
Oil To $100?
Markets are, I’d argue, largely desensitized to geopolitical conflict. Part of that’s the 24-7, “always
Jobs Report Collides With Iran War In Pivotal Week
Hard as it’ll be to focus on macroeconomic data amid the fallout from the weekend
Oil Moves To Front Burner With Iran On Fire
If you’re worried about oil supplies in the long shadow of America’s latest effort to
Weekly: Return Of The Roach Panic
This time last week, I conjured October’s “roach” scare in the course of suggesting that
Asian Stocks Boom Amid Seoul ‘SUVU’
Emigration figures suggest many Americans no longer view the US as the best place to
On Nvidia. And A Lot Of Other Things.
Full disclosure: I own Nvidia outside of an index fund. I bought it around $120.50
Nvidia Blows Away Estimates
The high drama around Nvidia’s Q4 report was amplified on Wednesday afternoon in the US
How ‘Doomers And Boomers’ Took Over US Equity Options
“Doomers and boomers.” That’s the US equity options space in a nutshell. The description comes
On Citrini’s 2028 AI Dystopia
I used to wonder if the genius, multilingual Bulgarian provocateur who taught me the tricks
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