Nvidia Just Unveiled a $2 Trillion Black-Swan Chip—Here’s Why Shorts Are Scrambling
In an era where semiconductor innovation often feels incremental, Nvidia’s recent unveiling of what analysts are already dubbing a “$2…
There’s a peculiar tension in the battery world these days, one that’s been simmering beneath the surface but is now…
It’s funny how the narrative around Tesla has shifted over the past decade. I remember writing about Elon Musk’s audacious…
It’s funny how markets sometimes feel like a living, breathing organism—unpredictable yet somehow patterned. Just last week, clean energy ETFs…
It’s funny how the market whispers secrets long before they become headlines. Over my two decades scribbling columns for Bloomberg and others,…
In an era where semiconductor innovation often feels incremental, Nvidia’s recent unveiling of what analysts are already dubbing a “$2…
The market feels like it’s running on two different clocks. On the surface, you’ve got the S&P 500 grinding higher,…
The email landed in client inboxes at 4:47 p.m. on a Tuesday—just late enough to miss the closing bell but…
Blackstone’s BREIT has always been a creature of its time. Launched in 2017, the Blackstone Real Estate Income Trust promised…
The rally started as these things often do: quietly, then all at once. By mid-February, a basket of what analysts…
The recent FedNow liquidity glitch has sent ripples through the financial landscape, revealing a hidden dollar squeeze that many investors…
The recent spike in the Treasury repo market has sent ripples through the financial landscape, hinting at a potential 200…
The year 2025 has ushered in a new era of financial turbulence, one that is marked by the dual forces…
As we dive into the eleventh week of what can only be described as a municipal bond exodus, the numbers…
The recent surge in the U.S. dollar has unveiled a hidden layer of complexity within emerging market (EM) corporate debt,…