The Fed's Pause Is Not a Pause. It's a Split, and That Matters.
The Fed's Pause Is Not a Pause. It's a Split, and That Matters. Three dissents at the December FOMC meeting. The most since 2019. Jeffrey Schmid voting to hold rates. Stephen…
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Oracle vs. Broadcom: The Sorting That Wall Street Saw Coming
Oracle vs. Broadcom: The Sorting That Wall Street Saw Coming Let's talk about what happened when two software titans reported results within hours of each other. On one side, a…
A House Divided Against Itself: The Fed's December Reckoning
A House Divided Against Itself: The Fed's December Reckoning Wednesday's Federal Reserve meeting will be remembered not for the rate cut it delivered, but for the institutional…
When Banks Finally Arrived: The Day PNC Made Bitcoin Ordinary
When Banks Finally Arrived: The Day PNC Made Bitcoin Ordinary On Tuesday morning, PNC Bank—the United States' eighth-largest bank, the kind of institution that has survived…
Everything Is Fine (A Manifesto in Confetti and Smoke)
Everything Is Fine (A Manifesto in Confetti and Smoke) The market is pricing in a Fed cut so obvious that even a consensus-seeking central bank caught on, and we're supposed to…
Oracle's Debt Bomb, Wall Street's Faith, and the Fee You Can Almost Hear Ticking
Oracle's Debt Bomb, Wall Street's Faith, and the Fee You Can Almost Hear Ticking So let me get this straight. Oracle is sitting on $104 billion in debt. Capex is running $21…
The Ethereum Paradox: How Excess Capacity Became Institutional Catnip
The Ethereum Paradox: How Excess Capacity Became Institutional Catnip We live in an era where a blockchain can suddenly increase its throughput by 800% and the market barely…
The Fed Meets the Monster of Its Own Making
The Fed Meets the Monster of Its Own Making The Federal Reserve is about to cut rates next Wednesday. Markets have priced it in at 89%. The only question left is whether Jerome…
hen the Signals Stop Talking to Each Other
When the Signals Stop Talking to Each Other We've entered a peculiar moment in financial history. The kind where every data point you look at tells you something different about…
The Silence Before the Cut: Why the Fed's December Gamble Mirrors Every Major Policy Mistake
The Silence Before the Cut: Why the Fed's December Gamble Mirrors Every Major Policy Mistake The Federal Reserve entered its blackout period on November 29. For the next two…