The Great Inference Pivot and the Death of the Compute Premium
AI is reshaping investment strategies and technology development.
The Five Trillion Dollar Pivot and the 2025 Santa Claus Record
Gain valuable market insights for the holiday season.
The Ghost of Plastic Present and the Looming Credit Hangover
Investors reflect on holiday trends and market dynamics.
The Yield Curve Disconnect and the December Liquidity Trap
Understanding holiday market dynamics aids informed trading.
The Green Wall and the Fading Consensus
The WEF meeting will focus on trade’s role in climate goals.
The Hegemony of Hardware and the Death of Globalized Arbitrage
Geopolitics significantly impacts financial markets and investor strategies.
Capital Velocity and the Fifty Billion Dollar Philanthropic Arbitrage
Zuckerberg and Scott showcase distinct approaches to tech philanthropy.
Capital Flight and the New Iron Curtain of Digital Visa Restrictions
The U.S. visa ban raises concerns about global free speech.
The connectivity tax powering the AI gold rush
Astera Labs is positioned for significant growth in the semiconductor industry.
The 2800 Dollar Gold Reality and the Death of the Interest Rate Myth
The precious metals market shows optimism amid economic changes.