Cash Flow Is the New Safe Haven, From Bitcoin to Gold
Dear readers, Ahead of tomorrow's Nvidia print, capital is already hedging its bets. If the AI hardware cycle stumbles, where...
Power Lines, Not Chips, Are Now AI’s Bottleneck
Dear readers, We called Nvidia's earnings the definitive stress test for AI spending, and that test arrives Wednesday. But the...
Cybersecurity Becomes the Toll Booth on AI’s Second Wave
Dear readers, Wall Street closed out a choppy week with a Friday rebound — the Dow added 1 percent, the...
As Debt Tops $40 Trillion, Capital Rotates Into Hardware
Dear readers, U.S. national debt crossed $40 trillion for the first time in history this week, and the 30-year Treasury...
Fintech Goes on Offense as Walmart Flags Consumer Fatigue
Dear readers, Just a day after Target convinced Wall Street that the American consumer was still standing, Walmart's numbers this...
As Yields Climb Higher Still, AI’s Profits Migrate to Software
Dear readers, Yesterday we described 30-year Treasury yields tearing through 2007 highs and a Middle East standoff souring risk appetite....
Yields Hit 2007 Highs as Middle East Tensions Reshuffle Wall Street
Dear readers, The ceasefire memorandum between Washington and Tehran quietly expired on Monday, and neither side moved to extend it....
Gold Climbs, Crypto Slips, and Retail’s Reckoning Begins
Dear readers, Another record close for the S&P 500 last week did little to settle the argument about where the...
The Picks-and-Shovels Trade: Power, Chips, and Crypto’s Hardware Reckoning
Dear readers, Friday's close above 7,800 marked the S&P 500's 27th record of the year, and cooling US inflation gets...
Wall Street’s Record High Meets a Combustible Middle East
Dear readers, The S&P 500 closed above 7,800 for the first time on Friday, a level that would have seemed...
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