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High CAPE, low returns?
CAPE is one of the most well-researched predictors of your future returns
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Investors rushing into Treasuries
Why Meta earnings matter so much
So many gems that give us much more context on where Meta and AI in general are heading...
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Brace for AI stock rally
Super Micro gave investors a reason to reconsider their dismissal of the AI boom...
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Japanese bonds made history
Should you fear the midterms?
So far, U.S. stocks are largely sticking to the script...
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AI valuations aren't what they seem
Either we are at the beginning of a big earnings growth cycle... or a reckoning.
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TSMC beats earnings!
No hikes in 2027?
NY Fed President thinks the Fed can hike one more time this year, then stop.
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AI stocks are falling
Is this 1995 or 1999?
Great news from Asian chipmakers
Bonds found an unlikely buyer
Is market preparing for "Frexit"?
The extra yield investors demanded to hold French rather than German 10-year bonds hit 159 basis points...
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Stocks rise 71% of the time in midterms
The weeks before voters head to the polls have historically been some of the strongest of the year...
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Anthropic's leaked plans
This gives us the first look at the valuation of the first pure AI company to go public...
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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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