A chronological record of market cycles, signals, and noise.
Everything is fine. In fact, everything is great, the party's just getting good! Except for the war and inflation and the debt. But let's just ignore that for now.
The macro picture is getting ugly. We break down the latest GDP and CPI prints and discuss why tech executives are using AI as a convenient scapegoat.
Oil breaks $100 as Middle East tensions escalate and why Oracle retreating from its AI buildout should make you nervous
War with Iran, and the cracks start to show in Private Credit
From the Supreme Court's landmark tariff ruling to Claude's latest disruption, we break down a very newsworthy week in the markets.
AI narratives hit the financial sector, while Meta and Ring push surveillance boundaries. Plus, a look at Unity's earnings and Discord's IPO prep.
An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.
A deep dive into Figma, the impact of generative AI, and where I think it's going.