Here’s a preview of what we’ll cover this week:  Macro: Consumer Credit Is Stable and Improving; Loan Demand Is Strong; AI-Driven Underwriting and Calibration Are Material Levers; Cruise demand is resilient and experience-led; Challenger’s Report Was...

Here’s a preview of what we’ll cover this week:  Markets: Big Tech Is Spending More Than Ever on AI; AI Capex Is Paying Back; Bubble Talk Is Lazy Analysis; Open AI To Go Public; AI & Productivity: Carmax (?!); Power Is The New Bottleneck Macro:...

Here’s a preview of what we’ll cover this week:  Macro: Main Street Still Strong; Credit Normalization; Private Credit Risk Is Controlled Markets: AI & Productivity Growth; The AI Buildout Isn’t a Bubble; Energy Companies are Major AI...

Here’s a preview of what we’ll cover this week:  Macro: The U.S. Economy Keeps Defying Gravity; Deal Flow Is Back; The American Consumer: Still Spending, Still Solid; Credit Quality Stays High; Private Credit: Not a Cockroach Colony Markets: The AI...

Here’s a preview of what we’ll cover this week:  Macro: Is the US Economy Shock Proof?; How’s The Labor Market?; Credit is Re-Accelerating Markets: The AI Flywheel Has Just Begun; Delta’s Q3 Shows Consumer Strength Digital Assets: Polymarket: the Market...

Here’s a preview of what we’ll cover this week:  Macro: Fewer Openings ≠ Recession; Consumers are Confident Markets: What Causes A Top?; High Valuations Aren’t A Problem; Did the Data Center backlogs hold up in Q2 2025?; Datacenters in Space...

Here’s a preview of what we’ll cover this week:  Macro: The Growth Scare Was Overblown; Tariffs Continue Squeezing Margins Markets: Calls Can’t Get Better than BETR; CSU: AI’s Latest Victim; Not a Bubble; The Death of the Operating System? Digital...

Here’s a preview of what we’ll cover this week:  Macro: Initial Unemployment Claims: Fraud?; Mortgage Refinance Boom Markets: Seasonality Around FOMC Meeting; Cyclicals > Defensives; Non-Consensus: Small Caps Digital Assets: BlackRock: from BUIDL...

Here’s a preview of what we’ll cover this week:  Macro: Who is Bearing The Tariff Impact?; Labor Market Revisions Validate a Cooldown Markets: How is The Investor Sentiment?; Oracle’s Meteoric Surge; Consumer Discretionary Ideas Are In Play Digital...

Here’s a preview of what we’ll cover this week:  Macro: Rate Cut Odds Are At 100%; Import Signals were Optimistic Markets: Capital Rotation Is ‘Still’ On; Semiconductor Capex Receiver Thesis; Consumer Discretionary Brands Aren’t Reflecting Optimism...