Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle
What happens next in housing, inflation, and the economy. SoftBank’s Son vindicated with big bet on Arm
Is the Fed politicized? | Russia-Ukraine
Is the market ahead, or are they behind? A change of military strategy for Ukraine
Russia-Ukraine | Putin-Carlson interview, spin and narratives
The bits we found interesting
Fed vs Goldman outlook | Is monetary policy effective?
Codifying analyst capitulations. Two likely scenario: economics or statistics?
US airstrikes | Iran-backed militias | Wilson steps down
How many Iran-backed militias in Iraq? First slowly, then fast
Alan Brazil | US-Iran strikes | QT, Jobs & Inflation
Alan’s latest views on US Housing, and recent economic data
Fed QT | AMD
Morgan Stanley & Google hallucinations
Alphabet/Google Earnings | US Job
The first casualties of AI job losses are within the tech sector
US Jobs | JOLTS & ECI wage inflation
The evolution of job openings and wage inflation
Klopp exit | From Wall Street to Silicon Valley
Where is Jan off to next? Glass half full people