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The AI industry's own leaders are calling for a slowdown just as Washington's window to act closes. The market's reaction may be the least surprising
Traders now price a 70% chance of a Fed rate hike next week. With the S&P 500 at 7,591 and the Buffett Indicator at 252%, the question isn't whether m
U.S.-Iran clashes in the Strait of Hormuz, Canadian retaliatory tariffs worth CA$27.6 billion, and a Buffett Indicator at 250.2% the market is pricing
With the Buffett Indicator at 239.2% and a Fed rate decision looming, the collision between political pressure and monetary policy is setting up a his
A sitting Vice President is publicly lobbying the Fed for rate cuts. With the Buffett Indicator at 234.7% and payrolls expected near 53,000, the timin
When firearms retailers and restaurant chains file Chapter 11 in the same week that U.S. strikes ring out near the Strait of Hormuz, the market's 46x
U.S. strikes on Iran have sent oil prices surging and Dow futures lower. But history suggests the market's first reaction is rarely its final verdict.
Fun Fact: When IBM introduced the first commercial computer interface in the 1960s, internal...
Fun Fact: The Immense Scale of Compute In 2023, training GPT-4 required thousands of...