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The Wizard of O(z)penAI
Drawing parallels between the classic parable of The Wizard of Oz and the unraveling of the world’s preeminent AI company, OpenAI.
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FinanceTLDR
Interest Rates Must Fall
Despite significant economic and political volatility recently, I think interest rates must fall.
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FinanceTLDR
13

August 2024

July 2024

Market Pulse: Long Time No See
Discussing a populist presidential election's effect on markets, and other interesting market observations.
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FinanceTLDR
2

June 2024

Market Pulse Premium: Liquidity Bazooka
Two important total US liquidity events driving the stock market that must not be ignored.
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FinanceTLDR
4

May 2024

The US Government's Seismic Policy Shift
An unexpected solution to the US government's uncontrollably growing debt problem that will upend how we see a renegade asset class.
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FinanceTLDR
7
Market Pulse Premium: Seize The Moment
Discussing the Federal Reserve's decision to support markets, its second order effects, and strategic ideas.
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FinanceTLDR
2
Market Pulse: Saving On Used Cars
Discussing last week’s CPI report, a macro overview, and investment updates from Buffett and Druckenmiller.
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FinanceTLDR
2
When Is US Government Debt Too Much?
The definitive answer to the timeless and often poorly answered question, when is US government debt too much?
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FinanceTLDR
3
Market Pulse Premium: Let's Find Trillions
A locally maximally important newsletter on where markets is headed for the rest of the year.
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FinanceTLDR
9
Market Pulse: Buffett and Druckenmiller Speak
This is what legendary investors Stanley Druckenmiller and Warren Buffett has to say about markets recently.
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FinanceTLDR
4
The Japanese Yen End Game
Why the Japanese Yen is falling and why it's not a problem.
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FinanceTLDR
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