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Super Brief: Software Learned It's Mortal — Super Brief
Software Learned It's Mortal. ServiceNow crashed 18% and IBM fell 9% despite both beating estimates and raising guidance. The market isn't punishing …
2 months ago
Brief: The Toll Booth Takes Shape
Brent crude closed above $100 for the first time since the conflict began as the physical market overrides diplomatic rhetoric. Germany halved its 20…
2 months ago
Super Brief: The Toll Booth Takes Shape — Super Brief
The Toll Booth Takes Shape. Brent closed above $100 for the first time since the Gulf disruption began. Vitol's CEO says up to 12 million barrels per…
2 months ago
Brief: The Blink
Trump extended the Iran ceasefire indefinitely after spending the morning saying he wouldn't. Warsh testified that AI productivity justifies lower ra…
2 months ago
Super Brief: The Blink — Super Brief
The Blink. Kevin Warsh told the Senate Banking Committee that AI-driven productivity gains are inherently deflationary, which means rates can be lowe…
2 months ago
Brief: The Clock and the Bluff
The Iran ceasefire expires today with no framework, no confirmed second round of talks, and the US Navy's cargo ship seizure still reverberating. Mon…
2 months ago
Super Brief: The Clock and the Bluff — Super Brief
The Clock and the Bluff. Iran publicly rejected Round 2 talks. The US delegation flew to Islamabad anyway. Monday's S&P dip of 0.24% is not a reprici…
2 months ago
Brief: The Ship That Ended the Pretense
The US Navy seized an Iranian cargo vessel and blew a hole in its engine room as the ceasefire enters its final 48 hours. Iran's Hormuz re-closure la…
2 months ago
Super Brief: The Ship That Ended the Pretense — Super Brief
The Ship That Ended the Pretense. Three regime changes in eight days. Friday: Hormuz open, oil crashes 12%, S&P prints 7,126 ATH, CTAs buy $86 billio…
2 months ago
Brief: The Bluff That Lasted One Day
Iran re-closed the Strait of Hormuz less than 24 hours after declaring it open, fired on two Indian-flagged vessels that had received clearance to tr…
2 months ago