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Economy
AI Momentum Drives Semiconductors Higher Amid Gold’s Disturbing Strength
The AI momentum marches on. is up another 4%, up 30% since announcing the deal with OpenAI. is up 4.9%. is up 2% today, helped by…
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Federal Reserve Board – Minutes of the Federal Open Market Committee, September 16–17, 2025
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Speech by Governor Barr on community banking
Thank you for the invitation to speak to you today.1 I value the…
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No Worries About a Stock Bubble, Bull Market Set to Continue
I have noticed that as economic anxieties rise, the talk of a stock market “bubble” has increased. Paul Tudor Jones said on CNBC that the…
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The Problem With AI Economy
As you know, my working theory over the last few months has been Run It Cold Now, Run It Hot Later.Given how much the Run It Hot Later…
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Credit Implosion Risks Loom as Defaults Surge, Betting on Billionaires for Growth
I mentioned in my editorial that “barring a black swan event,” the stock market would stage an impressive year-end rally. If we have…
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How Climate-Focused Innovation Can Help Manage Systemic Risk
In your recent TradeTalks interview, you noted that the GENIUS Act is a “game-changer” for the digital asset space,…
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US Business Surveys Strengthen the Case for Rate Cuts
Although we may be lacking government-produced statistics, numerous other data reports have been released this week, and they’re not…
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Algorithmic Trading Controls: Best Practices and Two Landmark Cases
September 2025 Capital Markets Regulatory Updates23 September 2025: The CFTC launched an initiative to explore tokenized…
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