Publications
Articles and analysis on markets, companies, the economy and technology, with a focus on the context behind the headlines.
Macro, Fed and Rates
Why long-term yields are rising when inflation is not
Macro, Fed and Rates
Money matters: Warsh, the clipped shilling and the work the Fed has not yet done
Markets and Earnings
NVIDIA Earnings, August 2026: $96.22 Billion in Revenue, Weak Cash Collection and a Year-End Stock Outlook
Macro, Fed and Rates
When Debt Speaks Louder Than the Fed
Markets and Earnings
Tokenization of Financial Markets 2026: The New Digital Ledger, Stablecoins, and the Battle for Control of Settlement
Markets and Earnings
SpaceX Q2 2026 Earnings: Full Analysis of Revenue, Valuation and Risks After the IPO
Markets and Earnings
Palantir Technologies (PLTR): “Otherworldly” Q2 2026
Appearances
P. Bandilov: AI Companies and Investors Are Out of Sync on Timing
Markets and Earnings
Leopold Aschenbrenner and the Collapse of Situational Awareness: How a Young AI Prodigy Lost Billions and Was Rescued by Citadel (The Lesson of Icarus)
Macro, Fed and Rates