Publications
Articles and analysis on markets, companies, the economy and technology, with a focus on the context behind the headlines.
Markets and Earnings
Major Tom and the SpaceX report
Markets and Earnings
Micron reported $54 billion in memory revenue. Amazon is looking for a buyer for chips it already uses.
Markets and Earnings
Two trillion, no control
Markets and Earnings
Stocks Hold the Record. Bonds and Oil Already Speak of Another Regime.
Macro, Fed and Rates
The Same Text, a Different Manuscript
Markets and Earnings
AI stocks this week: Meta filled its sails; the chipmakers for agents caught the wind too
Markets and Earnings
The Senate Stopped the Clarity Act. What the Vote Leaves Standing
Macro, Fed and Rates
The Fed Raised Rates by 0.25 Percent in September 2026
Appearances
Expensive Oil Leaves Central Banks with a Hard Choice
Appearances