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Daily Update
Twenty-five years ago today, nearly 3,000 people lost their lives in the September 11th attacks, a tragedy that reshaped our country. We pause to honor thos...
Bessent Threatens ‘I Am The House’: Bond Traders Should Listen
At a speech Tuesday night at SMU, Treasury Secretary Scott Bessent threatened currency traders to bet against him on the Japanese yen, claiming,
Yield Curve Tells Us More Than We Think
The BLS reported that payrolls jumped by 162,000, more than tripling estimates of a 50,000 gain. Unemployment held at 4.1%, and wages rose 0.3% for the mont...
Is CoreWeave At The Mercy Of The Bond Market?
CoreWeave, which rents GPU computing capacity to AI labs and hyperscalers, sits at the heart of a circular financing story that worries some investors. Core...
Global Bond Yields Fret Inflation & Deficits
For those worried about the impact of deficits and inflation on US bond yields, it’s worth taking a trip around the world to get a better picture. Global...
The Ternus Era Begins At Apple
After 15 years of guiding Apple to become the largest US company by market cap, Tim Cook stepped down as Apple’s CEO effective September 1. In his place,...
Wall Streets Verdict: Warsh Turned Hawkish
Because Warsh doesn’t believe in forward guidance, Friday’s Jackson Hole speech may be the last window investors get into his thinking before the Septem...
Warsh Makes A Hawkish Pivot
Traditionally, the annual Jackson Hole Symposium is where the Fed Chair signals which economic forces are shaping the Fed’s thinking for the coming year....
Nvidia Revenue Growth Doubles – RIA
Nvidia reported record fiscal second-quarter results Wednesday with revenue more than doubling year over year to $96 billion. After initially falling on the...
