This Is Michael Hartnett's New Favorite Market Sector
"Materials are also the candidate to pair in an optimal bubble barbell strategy of long “hubris” (AI & chips today) & long “humiliation” (out-of-favor, distressed cyclical plays)."
"Materials are also the candidate to pair in an optimal bubble barbell strategy of long “hubris” (AI & chips today) & long “humiliation” (out-of-favor, distressed cyclical plays)."
The reserves baton is passing back to gold from the dollar...
...the Trump administration continues to await a formal response from Tehran on a U.S. proposal aimed at ending the war and reopening the Hormuz chokepoint,
Empires don’t announce their decline... They reveal it in the data...
In short, the Persian Gulf supply shock is about to monkey-hammer the US economy good and hard. And then the AI bubble in the stock market will bust... even as this time there will be no money-printers at the central bank waiting to bailout the mess...
Falling down that slippery slope again...
The commodity supercycle argument has real structural legs. But it also carries a reflexivity problem, a dollar mechanics problem, and a catastrophist assumption problem...
71% of singles saying dating is more expensive than it was a year ago and 40% saying they are going on fewer dates because of it.
Is “flatten the curve” next?
...results so far suggest AI may be useful as an assistant — but not a replacement — for human traders.
President Donald Trump has rejected the notion that he was planning to hire a replacement for FDA commissioner Marty Makary...
"The economy, you know, with the raw materials going up, labor is going – it’s just everything is escalating..."
Amid conflicting reports, officials belatedly proclaim he's now in good health...
"History records no pity for parties that choose purity over competence, vengeance over vision, pathology over pragmatism. The long night is not coming. It is here..."
...semis AND software soared this week as buybacks and retail keep the dream alive...
The disclosure includes reports from Apollo astronauts of unexplained phenomena seen during lunar missions.
Ukraine is being "armed & supported by the whole bloc of NATO"...
Company achieves key milestone while expanding efforts to revive woolly mammoths, dodos, and more...
