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
Premium roundup
Jan. 30th Market Brief
Trump's Fed pick sent gold down 5%. Dollar bulls finally got their signal. Here's what changed.
Jan. 29th Market Brief
