The Chicago Mercantile Exchange (CME) trading platforms were shut down for approximately 4 hours...
HSBC Casts Doubt On OpenAI’s Future
Per the Financial Times (LINK), HSBC has serious doubts about OpenAI’s financial wherewithal....
The K Shaped Economy In One Graph
Tuesday’s weak Consumer Confidence report was a good reminder of why some economists are...
TPUs Or GPUs: Is Nvidia’s Moat Eroding?
Markets have priced Nvidia as the clear winner in AI chip production. To some, its moat appears...
Ray Dalio Says Sell: But Not Yet
Ray Dalio is considered by many investment professionals to be a market maven. This is because of...
Permanent Job Losers: A Worrying Facet Of Today’s Economy
Given the two-month delay, Thursday’s BLS employment report on September labor market...
Rate Cut Odds Slip Due To Lack Of Data
As we share below, the odds of a Fed Funds rate cut at the December FOMC meeting are down to 33%....
Oracle And CoreWeave CDS Spreads Widening: Omen Or Jitters
Fear is being spread on social media that some AI players are nearing default. The evidence, some...
Margin Debt Sets Records: Should We Be Concerned?
There is a strong historical relationship between margin debt and the stock market. Given that...
Apple Out Google In: Warren Buffett’s Latest Moves
Warren Buffett’s Berkshire Hathaway has long viewed Apple as its crown jewel. In early 2024,...
