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Why OpenAI doesn't IPO
OpenAI is reportedly seeking another $30B at a $1.4T valuation, raising the question of why it’s staying private instead of going public.
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What's going on with bonds?
Bonds are going through their worst crash in recent memory...
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$60 billion in window dressing
The real motive behind these deals is just to buy time...
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All show, little progress
The biggest result of the Trump-Xi summit so far is that they bought themselves two more months...
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10-year yield hit 5.12%!
"When will the AI bubble pop?"
Warsh's strategy is working
He effectively lowered Washington's long-term borrowing costs with a rate hike...
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Indexes are hiding giant rotations
This relatively smooth year at the index level hides four giant rotations...
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Was this a "forced" hike?
10-year yield has crossed 5%!
The Fed's biggest dilemma
The dangerous 5% threshold
So, are stocks cheap or expensive?
Analysts come to two opposite conclusions at the same time. How so?
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Gold's historic asymmetry
This is NOT how gold is supposed to work in an ideal world...
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Should you fear S&P 500’s top 10 stocks?
Why has the U.S. market suddenly narrowed down to tech stocks?
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China’s biggest bank boost since 2008
Beijing borrows another $45 billion, extending its biggest bank recapitalization since 2008...
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The denominator is broken
Stocks, commodities, and Bitcoin are rising together because investors distrust the currency used to price them.
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Broadcom drops a monster AI forecast
Broadcom just delivered one of the most aggressive forecasts of the entire AI boom.
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