The Bigger Picture Hasn’t Changed
Sometimes the smallest forces, the ones almost nobody notices, end up making the biggest difference. Investing works much...
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First Signal
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AI Infrastructure Spend Is Accelerating
AI has been the dominant force in this market for the last three years. It started with semiconductors. Then...
The Biotech Winter Finally Thaws
The resurgence in both IPO activity and M&A transactions may mark the beginning of what I believe will be...
Kevin Warsh: Hawk
Clearly, rate expectations are changing. That means we’re in for an interesting second half of the year.
The ‘Peace Dividend’ Looks Real
The market isn't waiting for diplomats to finalize every detail.
