Oracle Has To Stop The Bleeding
Oracle can’t win for losin’ all of a sudden. Coming off their worst week since
China’s ‘Big Fat Tickets’ Mint 700% Gains For IPO Lottery Winners
They’re going crazy for AI IPOs in China, where the frenzied optics around new semiconductor
America Moves Closer To Venezuela War With Naval Blockade
Nicolas Maduro gets more dangerous by the day. Where once stood an international laughingstock —
What To Make Of Broadcom’s $340 Billion Debacle
Way back last week, one equity strategist who specializes in growth stocks fretted about the
Tax Hike Goes Wrong As UK Youth Unemployment Soars
Ahead of what’s now a guaranteed rate cut from the Bank of England on Thursday,
Is The US Labor Market Re-Heating Behind The Scenes?
On a day when delayed and distorted BLS data failed to assuage concerns about an
The Most Convoluted US Jobs Report Ever
The US labor market’s sputtering. If you had to extract a takeaway — the overarching
Rich Americans Probably Still Spending, Government Suggests
Americans — I should probably say rich Americans — are still spending. Or at least
Warsh Storms Back, Leapfrogs Hassett In Fed Chair Betting Odds
“As Fed Chair, how frequently would you consult with the president when he says he
Was 2025 The Worst Year Ever For US Homebuilders?
It’s probably fair to call 2025 one of the worst years ever for homebuilder sentiment
Vanke, Last Of The Giants, Nears Default
China Vanke’s special. Or at least it was. In a property sector where every major
China Reports Retail Sales Disaster. Investment Decline Deepens
The Chinese economy put up an especially lackluster showing in November, according to data released
Long, Lost US Jobs Data, BoJ Hike Headline Packed Macro Docket
It’s a big week for US macro data. On Tuesday, the BLS will release a
A Year After Assad’s Fall, Syria Remains In Limbo
By and by, Ahmad al-Sharaa, stage name Abu Mohammad al-Jolani, will probably rule Syria as
Raed Saad, Signing Off
A crimson stain next to a charred tangle of steel and aluminum. That’s all that’s
Weekly: Will Elon Musk, Trillionaire, Be A Wake-Up Call?
I often wonder if there’s an absurdity threshold for American-style capitalism. A boundary which, if
Oracle News Goes From Bad To Worse
If you’re an Oracle bull this wasn’t your week. Fresh off a ~$70 billion rout
Trump’s Rumored ‘Core 5’ Is A Dictator’s Dream
Donald Trump’s long advocated for a reconstituted G8, which is to say for bringing Russia
Famous Risk Indicator Picks Up AI Bubble After ‘Revamp’
Sell! Not investment advice. Do your own research. Consult your financial advisor whose office in
China Readies ‘Largest-Ever’ State Semi Program With 500 Billion AI Plan
When it comes to industrial policy, no one does it quite like the Chinese. That’s
The Skipper, The Oil And The Prize-Winner
Dave Chappelle once called Donald Trump an “honest liar,” which struck me as an apt
So… Oracle
Oracle’s the poster child for the market’s AI capex concerns, and also for investors’ growing
US Jobless Claims Soar As Turkey Distortion Disappears
The holiday-impacted plunge in initial US jobless claims was an anomaly. Who could’ve known? Last
Trump Goes Fishing, Scores ‘Largest Oil Tanker Ever Seized’
Maybe Pete Hegseth’s a war criminal, maybe he isn’t, but Donald Trump’s definitely a pirate.
Walking And Chewing Gum
The policy rate’s in the neighborhood of neutral and having delivered 75bps of cuts since
Flying Blind Behind Lame Duck, Divided Fed Braves Hawkish Cut
A Fed flying partially blind due to delays in the publication of key government data
China Discovers Cure For Deflation: Gold
I noticed people have given up trying to pretend China’s not shin-deep in a disinflationary
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