The trade that ate the market, and the election that bit back
Re: The trade that ate the market, and the election that bit back Forget the bounce. Friday's reprieve — Nasdaq up a little over 1%, the SOX clawing back 3.5% after Thursday's…
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Thursday, and the thing that comes after Thursday
The Nasdaq's biggest one-day point drop in its history happened on Thursday. Down 5.5%, roughly $3 trillion gone in a session, the Dow off 1,833 points — and the proximate cause…
KEYNOTE REMARKS, DELIVERED 6 NOVEMBER 2026
TRANSCRIPT — KEYNOTE REMARKS, DELIVERED 6 NOVEMBER 2026 The speaker does not introduce himself. The lights come up on a half-empty room. He begins mid-thought. — was the most…
The Committee of One Hundred Million Lenders
The Committee of One Hundred Million Lenders Somewhere between the midterm confetti and the opening bell on Wednesday, the Dow decided to celebrate divided government the only…
TRANSCRIPT — REMARKS AS PREPARED, CLOSED SESSION
TRANSCRIPT — REMARKS AS PREPARED, CLOSED SESSION — no, that's the wrong question. Everyone keeps asking whether the AI trade is in a bubble, and the question is useless…
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