Latest news
🚨 AI trade has a new problem
🧾 Big Tech's "undisclosed" spending
⚠️ Invisible regime change
We’ve entered a new risk perception regime that changes how assets are priced...
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📉 CPI isn’t the whole story
America just auctioned off a 30-year bond at the highest yield since 2001...
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🇯🇵 Is Japan about to kill the carry trade?
It looks like Japan may now have no choice...
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🎉 Good news for AI bulls
Two of the biggest arguments against the AI trade have been debunked within 24 hours...
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🧠 Zuckerberg's master AI plan
🇨🇳 State-sponsored Nasdaq?
Morning Observers, China is quietly building what seems to be a state-sponsored Nasdaq. Last month, the CCP expedited the IPO...
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📉 Did Fed blow up Situational Awareness?
There's a speculation that Warsh is deliberately trying to bring volatility back into the market...
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🚀📉 Scary day for SpaceX
Up to 911.5 million shares held by early investors and employees could hit the market...
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📈 Record high (not AI FOMO)
📈 AI bulls are back
CoreWeave soared nearly 20% yesterday, suggesting that Amazon’s AI math may be bringing the bulls back...
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🇯🇵 Biggest intervention since 1998
Japan’s finance minister confirmed this morning...
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🔥 Amazon's AI win
Pay attention to what Andy Jassy said at the 11:31 mark of the earnings call...
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🤔 Is this real reason Fed held rates?
One possible explanation, or at least one very convenient consequence, is...
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🏦 Fed's big test today
Wall Street is heading into Fed day with something it has almost forgotten how to handle...
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📉 Chip stocks crash
The entire AI hardware boom has depended on a technology that China was not supposed to build.
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🏭 Big Tech is becoming "Big Industry"
How long can companies with utility-like capital needs continue trading at software-like valuations?
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