While You Were Watching Chips Burn, the Bond Market Built a Time Bomb Everyone is staring at the semiconductor rubble. Broadcom down 12%, Micron off 7%, a trillion dollars of AI…
Memo to Kevin Warsh, Re: The Job You Actually Got INTERNAL. NOT FOR DISTRIBUTION. SHRED AFTER READING. Markets · June 5, 2026 TO: K. Warsh, Chair, Federal Reserve System…
MEMORANDUM TO: The Bull Case FROM: The Data DATE: June 5, 2026 RE: We need to talk I've been patient. You've had your run — nine consecutive winning sessions on the S&P…
The Buyback Is Dead. Long Live the Dilution. A stream of consciousness from somewhere on the buy side, Tuesday afternoon, June 2. Okay. So Alphabet just announced it's raising…
Bismillahir Rahmanir Rahim, Hello my dear friends, good morning, My sincere greetings and greetings to all. How are you all? I hope you are all well and healthy.…
The Market Is Choosing Its Religion Somewhere between a war in the Middle East and a Jensen Huang product reveal, equity markets made a philosophical choice this week. They…
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