Liz Thomas, SoFi

Ex-New York Fed president: Nvidia's chip guarantees mean a double hit if prices fall

10 calls: why SoFi's strategist calls Nvidia's slide a re-rating and buys Treasuries near 5%, and why China Beige Book's CEO says export controls were…

Nov 10 • Scuttlebutt

80% of voters have a negative view of AI, PIMCO's public policy head finds

11 takeaways: The base case of a Democratic House and a Republican Senate, the 2031 Social Security deadline she thinks finally forces Congress to act…

Sep 17 • Scuttlebutt

Investment Committee: the AI safety essay is not what moved the semis

11 arguments: Why a hike this week looks like 1999 rather than 1997, the 10-year level one panelist is still buying, and the only tech demand nobody can…

Sep 15 • Scuttlebutt

Liz Thomas: the market usually tops between the Fed's third and fifth hike

11 calls: why she is buying the 10-year into a fight between the Fed and the Treasury, the late-'90s chart she says repeats, and the layoffs she expects…

Sep 12 • Scuttlebutt

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