Missiles Over the Gulf, a $110 Billion Media Coronation, and the Monday Nobody Wants
Dear readers, On Friday, we closed with a warning: keep a close eye on the Middle East this weekend. The...
The Pentagon’s AI Ultimatum, Paramount’s $111 Billion Gambit, and Gold’s New Frontier
Dear readers, On Wednesday, we asked whether Jensen Huang's earnings call would validate the thesis that $700 billion in AI...
Jensen’s Verdict, a $700 Billion Thesis, and IBM’s Worst Day Since Y2K
Dear readers, On Saturday, we flagged Nvidia's Wednesday report as the event that could drag the entire technology sector lower...
The Constitutional Counterpunch, A 150-Day Sprint, and Walmart’s Warning
Dear readers, Yesterday we examined the stagflationary whisper emerging from a 1.4% GDP print. Today, that whisper has been drowned...
The 1.4% Wake-Up Call, A Hormuz Countdown, and AI’s New Victims
Dear readers, On Wednesday, we examined the $1,300 invoice tariffs are slipping onto American kitchen tables. Today, a different bill...
The $1,300 Invoice, A Streaming Love Triangle, and The Gold Warning
Dear readers, Yesterday, we discussed the massive bill corporate America is racking up to build the artificial intelligence infrastructure of...
The Inflation Truce, A Trillion-Dollar AI Hangover, and The Friday Twist
Dear readers, Superstition suggests that when the calendar hits Friday the 13th immediately following a market rout, you should hide...
The Phantom Labor Market, An AI Boiler Room, and Detroit’s $8 Billion Reality Check
Dear readers, If you felt like the economy was gaslighting you last year, you weren't crazy. For months, Wall Street...
Amazon’s $200 Billion Penalty, The Bad News Rally, and A Cloud Divorce
Dear readers, Two hundred billion dollars. That is the figure Amazon CEO Andy Jassy pushed into the center of the...
The AI Invoice, A Bitcoin Liquidation, and The Silent Fed
Dear readers, The invoice for the artificial intelligence era has been finalized, and the sum is roughly equivalent to the...
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