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Liberation Day, Reloaded?
Bond markets are starting to look a lot like April 2025 again.
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No more Fed spoilers
When tariffs no longer bite
The tariff threat is still loud… but markets aren’t listening
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BlackRock turns on long bonds
Everyone wants the long bond… except the world’s largest asset manager.
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Inflation’s biggest problem isn’t energy
The energy crisis isn’t what’s keeping inflation alive...
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IBM pays the price for transparency
IBM tried to be honest with investors. Wall Street wasn’t interested.
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About today's attack
The most important fact about this morning’s attack was not that the U.S. fired missiles...
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Korea is becoming AI stress test
What happens when your entire economy hangs on the AI trade?
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Amazon's quiet AI warning
On July 7, Amazon flashed a warning about the AI boom, but few investors noticed...
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Is tech concentration really a problem?
The reality is almost the exact opposite of the doom and gloom you often hear...
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SK Hynix pulled biggest foreign IPO
The South Korean memory-chip maker raised $26.5 billion, topping Alibaba’s record-setting American debut...
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Real reason investors hoard cash
If this is a bubble, why are investors hoarding the most cash since 1990?
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Is Mag 7 the next AI trade?
Magnificent 7 stocks have not been this cheap since 2015, and Wall Street has two bold theories about why...
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SpaceX joins Nasdaq 100!
Nasdaq changed two fundamental rules earlier in May to get SpaceX into the index today...
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The forgotten 1999 trade
From 2000 through 2011, the S&P 500 retuned virtually nothing while gold surged about 500%...
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Is this all-talk, no hikes Fed?
Kevin Warsh is reinforcing the thesis that he could be an all-talk, no-hikes Fed chair...
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Trump made $1.4B from crypto
And the wild part is that crypto was by far the biggest source of his income...
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Iran deal that wasn't
“Signed the same deal and walked away with different conclusions”
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South Korea goes all-in on memory chips
Memory chip deficit is so bad that South Korea is changing its whole industrial policy around it.
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🛢️ Oil is back to pre-war levels
Morning Observers, It’s official! Oil is back to pre-war levels. Although there are still a lot of unknowns about what...
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