Reports

We would still buy the software sector even after its strongest week in nearly twenty years.

We think AI will be a winner-take-most market, and Anthropic has gotten pole position with the smartest model.

Market swoons after both the tariff unveiling and war in Iran have been good buying opportunities.

The fertility decline continues.

The most incredible company of our time is sporting an even more amazing valuation.

Samsung's results show the strength of the AI cycle.

Uber's share of the pie is hard to justify.

Markets have typically rallied at the start of ground campaigns.

Prediction markets expect an April invasion.

Polymarket odds of recession have risen by an amount similar to the odds of $110 oil.

European rate markets whipsawed from pricing cuts to hikes on the oil move. Central banks are still fighting the last …

The Iran war/Hormuz disruption has produced one of the most extreme three-month oil moves in decades (up 75% from recend …

Economic incentives and history make it unlikely that Hormuz will be shut for long.

Alan Greenspan, arguably the greatest central banker, turns 100. In an era of dot plots and forward guidance, the “maestro’s” …

Oil shocks have rarely lasted more than six months.

Block's job reductions could be an omen of coming labor (and political) disruptions.

OpenAI is telling an audacious growth story, that it just might hit.

Why we are cautious on Nvidia but bullish on AI.

"Inflation Targeting" means the Fed is giving short-shrift to employment, the part of its remit on which Congress was more …