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Nasdaq insights head: foreign stocks may beat the US 2 years running, a first since 2007
14 calls: why momentum's Q3 losses came from its leaders, why a stronger dollar threatens foreign stocks, and why bonds no longer cushion a stock…
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Nassim Taleb: buying AI-linked stocks is probably the most naive thinking there is
3 arguments: Why he calls the stock market a trap that keeps rising while risk builds, and why Apple and IBM both nearly went out of business after…
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Alger portfolio manager: public anxiety over AI is reaching its peak, she thinks
4 takeaways: Why a shortage of AI computing gives the whole supply chain pricing power, what a Meta data center did for Louisiana teachers, and why Muse…
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Korean semiconductor exports are up 250% year over year, Steno Research finds
8 calls: why the crypto rally is a short-dollar trade with an agent-economy story attached, the oil positioning that says the market is exhausted, and…
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Ex-BofA rates chief: 5.25% on the 10-year is where the AI trade breaks, not 6%
18 calls: Why he thinks Trump has to ban Chinese AI models before Anthropic's IPO, the $1.3T secondary bid against a $2T ask, and the oil trade he set…
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Shadowridge CIO: the 8 months from the midterms to June have never been negative
12 predictions: Why he expects the market to shrug off a rate rise this week, the oil price that caps the rally, and the 40-year cycle he says makes…
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Life360 founder: going public stops the worst decisions and the generational bets too
17 lessons: Why he listed in Sydney before Nasdaq, the freemium bet he says made the app impossible to disrupt, and why he thinks almost nobody actually…
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Faraj Aalaei: 90% of chip engineers' time is work a model can already do
8 takeaways: why a new chip now costs several hundred million dollars, what designers pack in as insurance against a five-year guess, and why the…
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Michael Youngworth: a third of the convertible market is now an AI trade
7 arguments: The 11% drawdown converts took while BofA's AI baskets fell 30–40%, why volatility makes the embedded option worth more, and why the entry…
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Jack Pitcher: global government borrowing costs are the highest in almost 20 years
5 takeaways: Why inflation expectations, oil and deficits are pulling the same way, what Kevin Warsh's hands-off stance does to the September Fed…
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Matthew Piepenburg: the Nasdaq is up 95% over 5 yrs and down 23% measured in gold
10 takeaways: why he says freezing Russia's reserves in 2022 broke the dollar's franchise, what revaluing US gold above $42/oz would fund, and where he…
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Joe Faraday: why he sold LVMH and bought a Greek bank and a German arms maker | Short Briefings on Long Term Thinking
Baillie Gifford's new head of European equities on why the continent now looks more like emerging markets, what Rheinmetall has to prove, and the AI…
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