THE RETURN OF THE 2006 PAYCHECK
It feels like the mid-2000s all over again, and not just because low-rise jeans are back.
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THE BONDI TOP
You know we have reached a strange moment in the cycle when the Attorney General accidentally calls the top.
THE AI TRADE JUST HIT TURBULENCE
The AI trade is officially messy.
WHEN THE ROBOTS COME FOR THE MONEY MANAGERS
The AI trade is shifting targets. For a while, it was all about who makes the chips and who builds the data centers.
THE BIG BANKS AND THE 100-YEAR BOND
We’ve hit February already, and the momentum in the financial world isn’t slowing down.
THE BILLION-DOLLAR AI BLITZ
The Dow finally crossed the 50,000 mark during a solid relief rally.
THE DAY CLAUDE BROKE WALL STREET
Wall Street’s favorite trades just hit a wall.
WHY THE SOFTWARE TRADE IS CRACKING
The software sector is having an identity crisis.
WHY SOFTWARE JUST HIT A WALL
Software stocks are getting hammered.
MUSK'S $1.25T POWER MOVE
Elon Musk has decided to merge SpaceX with xAI, which had already been rolled into X.
THE CHIP GAME JUST CHANGED
The market just got a wake-up call.
MUSK’S TRILLION-DOLLAR CONSOLIDATION PLAY
We are waiting on Trump to announce his Fed chair pick today, while Blackstone is quietly lining up one of the largest IPO pipelines in history.