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Daily Market

The Oil Market’s Backup Plan Just Got Hit

Saudi Arabia’s East-West pipeline was built to bypass Hormuz. Now that backup route has been attacked, exposing a dangerous weakness in global oil supply.
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Daily Market

Wall Street Can Price an AI Failure. It Can’t Price Extinction.

Wall Street sees AI revenue and capital spending. Researchers see catastrophic extinction risk. Both stories belong to the same companies.
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Daily Market Note

Wall Street Can Price an AI Failure. It Can’t Price Extinction.

Wall Street sees AI revenue and capital spending. Researchers see catastrophic extinction risk. Both stories belong to the same companies.
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Daily Market

The Trump Dividend Meets the Bond Market

A trillion-dollar payment proposal meets an already nervous Treasury market, stubborn inflation and a Fed considering another rate hike.
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Daily Market

Geo-Petro-Politics Is Back With a Vengeance

The market is pricing a growing risk of energy disruption as Brent crosses $100 and investors reconsider the outlook for inflation and rates.
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Daily Market Note

Geo-Petro-Politics Is Back With a Vengeance

The market is pricing a growing risk of energy disruption as Brent crosses $100 and investors reconsider the outlook for inflation and rates.
Read More