Closing the Strait of Hormuz would have severe implications for global trade, most importantly oil....
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Behind The Meter Solutions: The Gas Powering AI
As the building of AI and cloud data centers expands rapidly, the demand for energy to power these...
Fed Left Rates Unchanged Amid Elevated Uncertainty
The Fed left rates and the pace of QT unchanged as expected in Wednesday’s meeting. Powell’s...
The Tech Bubble Analogy For Nvidia Falls Short
One of the most common parallels for AI stocks’ booming performance is the tech bubble of the...
Robotaxi Race: Tesla is Behind the Curve
Tesla’s robotaxi service, tentatively set to launch June 22, 2025, lags behind Waymo’s...
Israel And Iran: Is This Time Different For Oil Prices?
Crude oil prices spiked by over $10 on the initial news that Israel was bombing Iran’s...
Initial And Continuing Jobless Claims On The Rise
Initial and continuing jobless claims are as close to a real-time proxy on employment as we have....
Inflation Remains Tame Despite Tariffs
The May CPI report released yesterday was considered the first inflation gauge to show how tariffs...
The Google AI Buildout In Plain English
On May 20th, Google CEO Sundar Pichai updated the public on the company’s progress on its AI...
The Economy Is The Real Deficit Problem
The deficit fearmongers are out in full force, warning that massive debt payments will further...