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This Week's Chart, Next Week's Markets open.substack.com/pub/leadingtho…
barrons.com/articles/gover… via @BarronsOnline In yet another sign of America’s amazing economic resilience, not even the prospect of an extended government shutdown has dented the country’s outlook, as measured by its financial markets. But investors shouldn’t be complacent…
barrons.com
Investors Don’t Fear The Shutdown. Maybe They Should.
Not even the prospect of an extended government shutdown has dented the country’s outlook, as measured by its financial markets, Christopher Smart writes in a guest commentary.
How often have you bought bonds in a firm that doesn’t have a budget for the coming year? How much confidence do you have in senior management that partially shutters operations when they can’t agree on spending priorities? #geopolitics #markets leadingthoughts.substack.com
My canaries in the coal mine include @CoreWeave, @MicroStrategy and @Affirm. What's on your list?
Can CoreWeave’s stock rise another 40%? A new bull makes the case. trib.al/nH1XDRV
This seems like an audience with views on just how much of a productivity boost we can expect from AI. What do you think? (And don't forget to subscribe: leadingthoughts.substack.com)
AI Won't Solve America's Budget Crisis This seems like an audience with views on just how much of a productivity boost we can expect from AI. What do you think? open.substack.com/pub/leadingtho…
"If rising U.S.-China tensions seem concentrated around Taiwan, tariffs and technology, it’s only because you’re not focused on the brewing geopolitical battle to reshape how money and financial assets flow through the global economy." My contribution to @cfcstmoritz on the…
time.com/7320323/not-fo… "While the United States continues to build steep tariff barriers, most of America’s key trading partners are trying to tear them down." My latest in @TIME. #geopolitics #economics #trade
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