Newsletter
Comcast Breaks Itself Apart, Charter Reaches for the Stars
Dear readers, On Saturday we argued that the rotation underway — away from infrastructure hype and toward durable cash generation...
The AI Bill Comes Due: Rotation, Rates, and the Warsh Reality
Dear readers, On Friday we laid out the rotation thesis in plain terms: capital was moving away from mega-cap momentum...
From Stress Tests to Stress Points: Banks Win, Tech Pays the Bill
Dear readers, On Wednesday we asked whether the PCE report would give the market any reason to exhale. The answer...
Beyond the Hype: Fintechs Deliver, Rheinmetall Pays the Price
Dear readers, Yesterday we asked whether Thursday's PCE report would give the market any reason to exhale — and noted...
Rate Anxiety, the Warsh Silence, and the Software Opportunity
Dear readers, On Saturday we told you that the first real stress test of the Warsh doctrine would arrive with...
The Warsh Doctrine, Cheaper Oil, and Wall Street’s Token Experiment
Dear readers, On Monday we wrote that the week's outcome hinged on one press conference — Kevin Warsh's debut as...
Peace Deal, New Fed Chair, and the Broadening Trade
Dear readers, On Saturday we wrote that the SpaceX-driven liquidity shock was fading and that the fundamental question for the...
The SpaceX Liquidity Drain: Where the Real Bargains Are
Dear readers, On Friday we wrote that the SpaceX IPO had shifted from liquidity threat to liquidity magnet, and posed...
Geopolitical Relief and a Record IPO: Markets Get the Excuse They Wanted
Dear readers, On Wednesday we wrote that the 4.2 percent CPI print — driven by energy prices surging amid the...
Software Resilience: The Defensive Trade as Inflation Bites and Hardware Stumbles
Dear readers, On Tuesday we wrote that Wednesday's CPI print and next week's Fed decision would determine whether the repricing...
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