Rubrik | Adobe | AI Barbell | Macro Insights
Barbell approach to AI. Other bits and pieces
Trump’s Polls | Rubrik Beats Again
What matters more to Trump than the stock market?
Markets | ‘Boiling the Frog’ Sell-Off
‘Trump Put’: Who’s Afraid of the Big Bad W-H?
US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear
A balancing act. Scott Bessant’s economic plan, Ricardian something
REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity
More debt without bank equity is a problem
Market Update | DALL-E’s DeepSeek Moment | Nvidia
If seeing is believing, don’t believe everything you see
US Equities | Time to Cover Shorts and Dip Into Longs
A pattern to the chaos… cautiously optimistic near-term
Euro Defense Stocks | NATO’s TARP Relief Moment
Defense stocks on a tear. Like the TARP relief rally?
Hamas-Israel | What Next Now That Phase 1 Is Over?
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US Crypto Reserve | Omand | Russia-Ukraine
Another bold JT prediction comes through