what the sell-side wants you to look at
Let's start with what the sell-side wants you to look at, because it's mostly theater. Consensus has Nvidia printing $91.85 billion in fiscal Q2 revenue Wednesday after the…
Topics
Retail Week, and the 40x Problem Nobody Wants to Name
Before Walmart opens this morning, sit with one number: the stock trades at nearly 40 times forward earnings. Nvidia, the company selling the actual physical infrastructure of…
The Metal Doesn't Believe the Bond
The Metal Doesn't Believe the Bond Gold is holding above $4,400 an ounce this morning. The 30-year Treasury yield is sitting above 5.3%, its highest level since 2007. Both of…
The Yen Is Doing What Currencies Do When Nobody Believes the Defense
The Yen Is Doing What Currencies Do When Nobody Believes the Defense Tokyo spent 11.7 trillion yen — roughly $73 billion — defending a currency that is back within a percentage…
Gold's at a Record. Bitcoin's Down 47%. And Everyone's Still Calling It "Digital Gold"
Let’s just sit with this for a second, because I don’t think the “digital gold” crowd has actually looked at a chart lately. Spot gold is parked around $4,437 an ounce, a level…
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