Technology

The Central Bank of Nvidia, Part #2

The Nvidia Put & Open AI = Subprime Lender

Newsletter

What Trump's tantrum means for markets

Beijing’s move wasn’t tactical, it was strategic

Technology

The Central Bank of Nvidia

NVDA has replaced the Fed. The next phase of the cycle.

Technology

They drank the Kool-AI-d

Now what?

Newsletter

Downside at AI

Released from paywall

Newsletter

PROMO: The Central Bank of NVDA

Noise > Signal and the hidden dimension. Video presentation inside.

Macro

Post-Transitory Fed: Losing the anchor

The problem is multi-layered. Really.

No-End Dividend

Stock 7/25

>10% earnings yield and a growing dividend since forever...

Breakout by Philo

Far-from-Equilibrium Danger

Read inside why you won't survive markets without this.

Cracks in the Machine

Even $1 trillion in capex can't save us.

Going in reverse?

AI + Crypto = Risk Off

No, Apple doesn't need to buy Perplexity. It already owns the interface.

Why Apple is ahead of the pack in AI, and no one gets it.