Bessent Finds His Buyer
Fortunately for Bessent, there’s one group of buyers with a voracious appetite for short-term U.S. debt.
First Signal
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Market Lows Are Rarely Clean
Stocks were climbing out of bear territory, but then the bond market spoke up.
The Most Valuable Building on Earth
These factories will cost billions before even a single working chip is produced…
The ‘Death’ of a Robot
This is just a tinge of what we’ll be grappling with as the humanoids become more intelligent and more...
The Market’s Winter Solstice
The index never felt the cold. The market underneath took all of it.
Bonds Call BS on Inflation
The bond market quickly caught on that the PCE numbers could’ve been fudged...
The D-Day for Critical Metals Gets an Extension
That deadline still looms large, and if China says yes to those export controls, metals supply in America and...
Symptoms of a Split Market
Indexes look great, your brokerage statement may not.
No More Punchbowl
The Fed’s job is to turn down the fun before the market drives its car into a ditch...
The AI Opportunity Buried Underground
We should not confuse the AI opportunity with the technology sector alone...
