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...
The KOSPI Bubble
Semiconductor chip companies have been benefiting from strong momentum and a powerful narrative....
US Energy Efficiency: We Have Come A Long Way
The graph below paints a very interesting picture of US energy efficiency and a key structural...
