Is Citrini Right That Scaling AI Will Create A White-Collar Apocalypse?
Tech Companies Have Accelerated Their Investments In AI, Even Using Debt To Fund The Expansion
GeoRisk: Still YELLOW | AI & Markets
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Best Long & Short Strategies 2026 Q1
AI Repricing Is Gathering Steam
Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No”
Hetzel-Leach account of how the Fed won its independence
Darrell Duffie | Fed Reserves, Operations & Payments
Interview on reserves and payments with Bloomberg Intelligence
Three Macro Themes Repricing Assets And Driving Economic Growth
Is AI going to wipe out SaaS?
Assumability – Lower Mortgage Rates Means More Consumption (Part II)
Lower rates will unlock trillions in “trapped” home equity to stimulate consumption
GSWM | GeoRisk: YELLOW, Down From AMBER
Yellow to match the quesadilla traders…
Grifols | Markets | The rinse and repeat short cycle
Grifols: first missed, then dismissed We previously forgot to mention that our beloved Grifols SA stock got hammered again late last week after the company admitted to financial wrongdoing: Another one Wall Street’s finest and brightest first missed, and later dismissed. They’re supposed to be experts in reading company financials. We don’t make them look silly, they do it to themselves. […]
GSWM Outlook 2026 | US Resilience Resilient
US resilience remains intact in the face of considerable internal and external challenges