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Super Brief: Abel's Berkshire Debut Meets a Market Running on Fumes — Super Brief
Abel's Berkshire Debut Meets a Market Running on Fumes. A bulk carrier was attacked near Hormuz on May 3, the first maritime strike in weeks, hours a…
1 month, 2 weeks ago
Brief: Japan Spent $35 Billion in One Day and the Yen Kept Falling
Japan conducted its largest-ever currency intervention, spending ¥5.48 trillion to defend the yen, while simultaneously signaling willingness to inte…
1 month, 3 weeks ago
Super Brief: Japan Spent $35 Billion in One Day and the Yen Kept Falling — Super Brief
Japan Spent $35 Billion in One Day and the Yen Kept Falling. Japan dropped ¥5.48 trillion on FX intervention in a single session, the largest ever, a…
1 month, 3 weeks ago
Brief: Hostilities Are Over. The War Is Not.
Trump told Congress the Iran war has "terminated" while Iran's new supreme leader vowed to keep Hormuz and its nuclear program. The S&P closed at a n…
1 month, 3 weeks ago
Super Brief: Hostilities Are Over. The War Is Not. — Super Brief
Hostilities Are Over. The War Is Not.. Trump sent Congress a letter declaring hostilities with Iran "terminated," a legal maneuver to sidestep the Ma…
1 month, 3 weeks ago
Brief: Apple Beat Earnings and Nobody Cared
Apple reported record $111.2 billion in revenue with iPhone sales up 22%, then the stock barely moved. Initial jobless claims hit 189,000, the lowest…
1 month, 3 weeks ago
Super Brief: Apple Beat Earnings and Nobody Cared — Super Brief
Apple Beat Earnings and Nobody Cared. The US restricts technology from China. China builds it domestically. The domestic version has zero Western fai…
1 month, 3 weeks ago
Brief: Four Earnings Reports in 80 Seconds
Microsoft, Alphabet, Meta, and Amazon reported within 80 seconds of each other after the close. Combined AI capex guidance climbed to $600 billion fo…
1 month, 3 weeks ago
Super Brief: Four Earnings Reports in 80 Seconds — Super Brief
Four Earnings Reports in 80 Seconds. Four hyperscalers reported within 80 seconds of each other. All beat revenue estimates. Their capex strategies d…
1 month, 3 weeks ago
Brief: OPEC Cracks. The Portfolio Cracks Next.
The UAE quit OPEC after 57 years, removing the cartel's third-largest producer weeks before the oil market's biggest supply crisis since 1973. Powell…
1 month, 3 weeks ago