Latest news
🧠 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...
Read more about 🇨🇳 State-sponsored Nasdaq?
📉 Did Fed blow up Situational Awareness?
There's a speculation that Warsh is deliberately trying to bring volatility back into the market...
Read more about 📉 Did Fed blow up Situational Awareness?
🚀📉 Scary day for SpaceX
Up to 911.5 million shares held by early investors and employees could hit the market...
Read more about 🚀📉 Scary day for SpaceX
📈 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...
Read more about 📈 AI bulls are back
🇯🇵 Biggest intervention since 1998
Japan’s finance minister confirmed this morning...
Read more about 🇯🇵 Biggest intervention since 1998
🔥 Amazon's AI win
Pay attention to what Andy Jassy said at the 11:31 mark of the earnings call...
Read more about 🔥 Amazon's AI win
🤔 Is this real reason Fed held rates?
One possible explanation, or at least one very convenient consequence, is...
Read more about 🤔 Is this real reason Fed held rates?
🏦 Fed's big test today
Wall Street is heading into Fed day with something it has almost forgotten how to handle...
Read more about 🏦 Fed's big test today
📉 Chip stocks crash
The entire AI hardware boom has depended on a technology that China was not supposed to build.
Read more about 📉 Chip stocks crash
🏭 Big Tech is becoming "Big Industry"
How long can companies with utility-like capital needs continue trading at software-like valuations?
Read more about 🏭 Big Tech is becoming "Big Industry"
Liberation Day, Reloaded?
Bond markets are starting to look a lot like April 2025 again.
Read more about Liberation Day, Reloaded?
No more Fed spoilers
When tariffs no longer bite
The tariff threat is still loud… but markets aren’t listening
Read more about When tariffs no longer bite
BlackRock turns on long bonds
Everyone wants the long bond… except the world’s largest asset manager.
Read more about BlackRock turns on long bonds
Inflation’s biggest problem isn’t energy
The energy crisis isn’t what’s keeping inflation alive...
Read more about Inflation’s biggest problem isn’t energy
IBM pays the price for transparency
IBM tried to be honest with investors. Wall Street wasn’t interested.
Read more about IBM pays the price for transparency
About today's attack
The most important fact about this morning’s attack was not that the U.S. fired missiles...
Read more about About today's attack
Korea is becoming AI stress test
What happens when your entire economy hangs on the AI trade?
Read more about Korea is becoming AI stress test
