US Jobs/Inflation | US-China cyberwars | Quantum supremacy
Is China or the US winning the race towards quantum supremacy?
Trade Book 2023 Q3: The Coming Rebound In The Housing Market And Inflation
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Bridgewater & AI | Elon-Zuck fight | Alan Blinder
Bridgewater co-CIO discusses the use of AI and large language models for investing.
US economy | The (real) experts worth following
Who are the real experts on the US economy that also called it right?
Russia | Amazon economics | BoE | Markets
Amazon Chief Economist on supply chains. Mark Galeotti on Putin and the Kremlin’s future
Buy S&P Puts—Equity Rally Overdone
My last piece on buying S&P puts
Druckenmiller | De-dollarization | PMI | Options market
Summary of NY Fed conference on de-dollarization. Options market technicals for month-end
BoE independence | Elon-Zuck cage fight
As UK inflation remains stubbornly high above the BoE’s 2% target questions arise over the central bank’s independence. We see Zuck as favorite to beat Elon in a cage fight
China stimulus | Calling on partners
Want to work with us? Risk of China economic stimulus announcement looms over shorts, but technicals look favorable
FOMC | Post-mortem classification: Alphas to Omegas
Brief pullback in US equities. A basic classification scheme for traders: from Alphas to Omegas