AI chips, called Tensor Processing Units (TPUs), are getting a lot of attention. They were used to train its newest gen-AI model, Gemini 3, which has been widely praised, and they’re cheaper to run than Graphics Processing...
November felt like a month scripted by a mischievous market god — the kind who enjoys jolting traders out of their convictions before handing them a warm cup of liquidity and whispering: “Relax, child… don’t fight the Fed, and...
Global equities entered the week under pressure as investors scaled back exposure to risk assets amid rising policy uncertainty. Signals of a possible rate hike from the Bank of Japan and rising government bond yields across major economies weighed...
I am not long enough. You are not long enough.
The global real-economy money printer is going to run very hot in 2026.
The more spendable money global economies print, the higher the nominal growth impulse we are going to get.
Central...
When Michael Burry bets against the crowd, markets pay attention. The man who called the subprime mortgage crisis and made over $800 million while the financial system collapsed is now warning that artificial intelligence stocks are the next bubble...
We’re hearing it everywhere: AI is in a bubble. The surge in capital, the parabolic stock charts, and the bold claims from CEOs all have a familiar rhythm. Nvidia’s (NASDAQ:NVDA) valuation has soared, along with AI-related startups raising billions...
The just-released minutes of the European Central Bank’s October meeting reveal a more intense discussion and increasingly divergent views on inflation risks.
The ’s October meeting reaffirmed the central bank’s ‘good place’ stance, even though the phrase appeared only three...
The market is closing out November with all the intensity of a flickering candle in a well-lit room, an almost comical contrast to the drama that tried—unsuccessfully—to hijack the month. It’s only fitting that we coast into the finish...
The U.K. housing market experienced a slowdown in activity as budget-related tax concerns weighed on buyer sentiment. Residential property transactions fell, signaling near-term risks for housing-linked equity names, mortgage lenders, and homebuilders. With caution dominating demand, investors are assessing...
December 2025 is shaping up to be a true battleground month for the markets. With the Federal Reserve’s final meeting of the year, major data releases and powerful seasonal flows all converging, this month could determine how stocks, ...
