Ex-Wall Street at 2x firms I trade and write about it.
October 29th Market Brief
Google searches grew the fastest in five years, and that’s why the stock is down.
October 28th Market Brief
The Fed will likely pause today, and 29,000 jobs is Warsh’s best reason
Shoppers Are Holding Up Better Than Expected
Banks lent Anthropic $63 billion, then capped their own rate
Anthropic Opens Its Books and Chip Stocks Bounce
200 AI companies won’t make it, but the bond market called it first
In 1962, Washington passed a law so one company couldn't own the sky. This week it made a phone call.
Meta's AI bill passed its paycheck, Tide got pricier than Nvidia, and oil is up 20% into a Fed week
