The race to build and power AI data centers is creating an interesting anomaly in the stock market....
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Palantir Thrives On Trump Presidency
Shares of Palantir rose about 20% the day President Trump was elected president. The stock...
Does Trump Have A Valid Point About Rate Cuts?
President Trump has been incessantly pressuring Jerome Powell to cut rates ever since he took...
GDP Is Meh: The Bullish And Bearish Headlines Are Misleading
The BEA reported that real GDP grew by 3.0% in the second quarter. Such is almost a percent better...
Dissent In The Fed Ranks
December 2024 marked the second-to-last time there was a dissent by an FOMC voting member. The...
A Ponzi Scheme: The Graph Driving MicroStrategy And Others
The graph below, from Michael Green (@profplum99), is the best way to show the logic that drives a...
Portable Data Centers
Construction of AI data centers can take anywhere from six months to multiple years to complete....
The Week Ahead: Volatility Is In The Forecast
Typically, in Monday’s Commentaries, we share a few paragraphs titled “The Week...
Retail Traders Are Driving Euphoria
Recent surges in speculative stocks are among several indicators that retail traders are...
Japan Financing Seals The Deal And Toyota Jumps
Japan and the US appear to have finalized a trade agreement that reduces the threatened 25% tariffs...