Highlights
Recent News
From GPUs to Guardrails: Q4’s Security Rotation Begins
Dear readers, Yesterday we traced how AI capital is flowing from chips into the concrete and steel of data centers...
The Rate Plateau’s Real Winners Aren’t Chipmakers
Dear readers, Yesterday we tracked the ten-year Treasury yield's climb past 5.2%, a 19-year high, and the capital rotation it...
The K-Shaped Economy Meets a 19-Year High in Yields
Dear readers, The bond market flagged the stress yesterday; today the growth data explains where it's coming from. The U.S....
Consumer Strength Meets Bond Market Stress Ahead of Q4
Dear readers, Yesterday's newsletter tracked the leverage propping up this rally from beneath. Today the pressure comes from above: oil...
Popular
Net Worth
Tokenization’s Green Light: Crypto Rallies Where Congress Stalled
Dear readers, Yesterday we left crypto reeling: the Senate had blocked the CLARITY Act by a single...
5% Money Forces AI’s Believers to Show Their Math
Dear readers, The Federal Reserve delivers its rate decision this afternoon, and for once the suspense isn't...
Software Sends AI’s First Real Invoice as Yields Break 5%
Dear readers, Yesterday we described an industry sounding alarms about its own pace even as strong numbers...
Rheinmetall’s Order Book Pushes Past €80 Billion as New Shell Deal Lands
Rheinmetall has added another artillery-munition contract to a backlog that has already climbed beyond 80 billion euros,...