Why long-term yields are rising when inflation is not
The 10-year US Treasury yield is near 4.80 per cent. Japan’s 10-year has reached 3 per cent for the first time since 1996. Brent is […]
Money matters: Warsh, the clipped shilling and the work the Fed has not yet done
Kevin Warsh’s Jackson Hole speech did not change the Federal Reserve’s regime. It sharpened the measure. PCE inflation remains above target, M2 is still growing, […]
NVIDIA Earnings, August 2026: $96.22 Billion in Revenue, Weak Cash Collection and a Year-End Stock Outlook
A reading of NVIDIA’s second fiscal quarter (ended 26 July 2026): revenue versus consensus, gross margin, receivables, the FY2028 guide and share-price scenarios through 31 […]
When Debt Speaks Louder Than the Fed
In 1588, Philip II of Spain sent against England the largest fleet Europe had ever seen - the Spanish Armada. The objective was clear: to […]
Tokenization of Financial Markets 2026: The New Digital Ledger, Stablecoins, and the Battle for Control of Settlement
How the GENIUS Act, the Clarity Act, and the institutional tokenization of real-world assets are reshaping global capital markets - and why this matters for […]
SpaceX Q2 2026 Earnings: Full Analysis of Revenue, Valuation and Risks After the IPO
For centuries, alchemists believed they could turn lead into gold. The dream was magnificent. The reality, however, was smoke, expensive experiments, disappointment and bankruptcy. Only […]
Palantir Technologies (PLTR): “Otherworldly” Q2 2026
In the middle of the 19th century, Britain was swept up in what became known as the Railway Mania - a genuine investment frenzy in […]
Leopold Aschenbrenner and the Collapse of Situational Awareness: How a Young AI Prodigy Lost Billions and Was Rescued by Citadel (The Lesson of Icarus)
In the ancient Greek myth, Icarus, son of the master craftsman Daedalus, receives wings made of wax and feathers. His father warns him: do not […]
Fed Holds Rates Under Kevin Warsh: What the Steepening Yield Curve and the Meta & Microsoft Earnings Mean for Investors (July 2026)
In ancient times the Athenians were forced every year to send seven young men and seven young women to Crete as tribute. There the Labyrinth […]
When the Keystones Begin to Creak
Analysis of revenues, expenses, CapEx, free cash flow, risks, and the geopolitical context following the Alphabet and Tesla earnings reports released on July 22, 2026. […]