The Fed invented forward guidance to move markets with words. Here’s how it evolved since 2008 — and what Kevin Warsh’s missing dot signals about the era ending.
AI models are becoming the new semiconductors — assets governments want to control at the border. Anthropic recently restricted two
The Fed held rates steady — but the dot plot moved markets anyway. Here’s what the dot plot is and why nine anonymous dots matter more than the decision itself.
AI infrastructure investing used to be about counting chips. CoreWeave just changed the question. The company’s model works like this:
When the Federal Reserve announces its rate decision tomorrow, most investors will watch the number. That’s the wrong thing to
For most of the past decade, stock buyback investing* had a quiet superpower: it made earnings per share* look better
The Bank of Japan* is expected to raise its benchmark interest rate tomorrow — from 0.75% to 1%. It sounds
The Iran oil deal struck this weekend moves fast. A ceasefire is in place, and a formal signing is scheduled
On the surface, The Rip is a heist movie. Miami cops stumble onto $24 million in cartel cash during a
This Leave the World Behind review starts with a moment midway through the film — and one line that changes
