Last week, chip maker Intel delivered its seventh consecutive quarterly earnings beat with revenue...
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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...
IBM Stunned Investors: Reveals Industry Capex Reprioritization
Coming in on Tuesday morning, investors were expecting to sift through earnings from the largest...