The FOMC meeting concludes today with the rate decision at 2:00 PM ET, followed by Warsh’s...
Chip Momentum Is Fading Despite Strong Earnings
Last week, chip maker Intel delivered its seventh consecutive quarterly earnings beat with revenue...
Small Caps Are Quietly Winning While Mega Caps Wobble
Thursday’s selloff, led by Alphabet down 7% and Tesla down nearly 15%, was a great example of...
Are Oil Prices Driving The Iran Conflict?
In physics, kinetic equilibrium describes a system in which forces are balanced, and motion...
Prediction Markets: A New Sentiment Gauge For Traders
Prediction markets leader Polymarket has a daily contract that bets on whether the S&P 500...
Alphabet And Intel: Q2 AI Earnings Kick Off
Alphabet reports earnings after today’s close, and Intel follows tomorrow. Together, they...
Moonshot AI Raises Red Flags In The AI Industry
Moonshot AI, a Chinese company, just released AI model Kimi K3. Kimi K3 is a 2.8 trillion-parameter...
The Deficit Spending Problem With A Non-Political Fix
The national deficit debate usually focuses on entitlement and defense spending. While they have...
Inflation Will Be A Thing Of The Past- Kevin Warsh
Kevin Warsh delivered his first semiannual testimony to Congress earlier this week. In it, he used...
Why Are BDCs Ignoring Junk Bonds?
A reader recently asked us: “Why are BDCs diverging from corporate junk bonds?” To his...
