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Is Warsh "weathervane"?
The trillion-dollar question is whether this was merely a credibility fix or an actual commitment...
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😵💫 AI debt binge gives investors "indigestion"
PIMCO just confirmed one of the hidden consequences of the relentless AI borrowing...
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⚙️ Nvidia's 'balance sheet as a service' play
Nvidia is successfully diversifying its customer base, but at what cost?
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🇨🇦 All-out trade war with Canada
Canadian PM Mark Carney has spent much of his time in office trying almost everything...
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📈 Trump's 1,000+ trades
🏦 AI’s Lehman Brothers moment? Not so fast...
How Nvidia could help its customers finance up to $500 billion worth of its chips...
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🚨 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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