The market split in two this week. Credit confirmed it.
Feb. 6th Market Brief
Software just had its worst week since 2008. The AI bill is coming due.
Feb. 5th Market Brief
Google spent $185B on AI. alternative assets falling. Risk appetite is changing.
Feb. 4th Market Brief
Software slaughter continues. Bonds coiled tight. Something's about to break.
Feb. 3rd Market Brief
Palantir's commercial revenue flipped. Asian markets ripped overnight. Watch commodity flows today.
Feb. 2nd Market Brief
Metals got a margin call. Bitcoin followed. Risk is repricing. Here's what broke it.
Why the mission doesn't feel accomplished
