Tracking Update: Your $9 Billion of Capex Is Delayed in Transit
Tracking Update: Your $9 Billion of Capex Is Delayed in Transit Shipment: AI infrastructure, third quarter. Carrier: the global supply chain. Estimated delivery: 2027, subject…
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Same Trucks, New Zip Code: GM Finds the Cheapest Capex in America
Same Trucks, New Zip Code: GM Finds the Cheapest Capex in America General Motors did not build a better truck on Tuesday. It announced that from November 17 its shares will…
Are you happy?
Have you ever asked yourself why some people, despite having so much, still feel a sense of lack? Meanwhile, others live simple lives—devoid of great luxury—yet manage to go…
Long Paper, Short Barrels
Long Paper, Short Barrels Two prospectuses arrived on Monday and the tape graded them in opposite directions. The Philadelphia semiconductor index rose 2.8% and still sits 12.2%…
Out of these three ideas, where should I start? Share your thoughts in the comments.
In my previous post, I wrote about what I need to do to earn my first $100k. Earlier today, while enjoying a coffee at a local café, I came up with three plausible…
The Other Central Bank Reports Wednesday After the Close
The Other Central Bank Reports Wednesday After the Close Wednesday's Fed decision needs no preview. A hold at 3.75–4.00%, a December hike priced at roughly 80%, a chair who…
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