Economy

The Federal Reserve has been keeping interest rates steady, waiting to see whether the recent inflation surge will be temporary. That…
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Milton Friedman’s famous one-liner that anchors half the debates on financial television leaves out the part where the actual economics…
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Just as markets are moving past energy inflation, geopolitical risk and sticky central banks, another source of volatility is building in…
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Ask a trader how much they expect to make on their next trade, and the answer usually comes fast. Ask how much they are willing to lose,…
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I am getting a lot of questions about , which has declined 19% this month and 32% this year. Bitcoin is now 53% off its highs. I still…
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Asia had a rough day; South Korea’s fell as much as 8.2%, Japan’s -4.5%, China -2.1%, Taiwan -3%, driven by concerns over AI…
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But you need to know whether you own a steady carry engine or a lottery ticket with a Bloomberg terminal. I think this note is…
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Micron () earnings came in 22.5% higher than forecast, up 206% q-o-q, +1,315% y-o-y. Revenue was up 116% q-o-q, +270% y-o-y. These were…
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