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Brief: Priced Before Signed
The market front-ran a peace deal that hasn't been signed, crashing oil and pushing the dollar below 100, while May wholesale inflation came in hot f…
1 week, 5 days ago
Brief: Best Quarter, Worst Print
May's CPI came in at 4.2%, the hottest headline reading since early 2023, but nearly all the acceleration is war-driven energy, with core prices at a…
1 week, 6 days ago
Super Brief: Best Quarter, Worst Print — Super Brief
Best Quarter, Worst Print. May CPI printed 4.2%, the hottest headline since early 2023, and the two markets that read it reached opposite conclusions…
1 week, 6 days ago
Brief: An Apache and a Yen
Iran shot down a US Apache helicopter over the Strait of Hormuz, ending a one-day-old ceasefire and sending the Nasdaq down 2.2% in its worst session…
2 weeks ago
Super Brief: Thirteen Counts for Finding Bad News — Super Brief
Thirteen Counts for Finding Bad News. A federal jury found Citron's Andrew Left guilty on 13 counts for doing what every activist short shop does: re…
2 weeks, 1 day ago
Brief: Apple Pays Google to Think
Apple is expected to announce at today's WWDC keynote that it will pay Google roughly $1 billion per year to power the rebuilt Siri, an admission tha…
2 weeks, 2 days ago
Super Brief: Apple Pays Google to Think — Super Brief
Apple Pays Google to Think. Apple builds its own chips, operating systems, displays, and cellular modems. For AI, it chose to buy. Today's WWDC keyno…
2 weeks, 2 days ago
Brief: Iran Fired on Its Neighbors
Iran launched seven ballistic missiles at Kuwait and Bahrain Saturday, expanding the conflict from a bilateral confrontation with the United States t…
2 weeks, 3 days ago
Super Brief: Iran Fired on Its Neighbors — Super Brief
Iran Fired on Its Neighbors. Iran fired seven ballistic missiles at Kuwait and Bahrain Saturday. Six were intercepted, one fell short. The numbers ma…
2 weeks, 3 days ago
Brief: 172,000 Jobs, $1 Trillion Gone
The US economy added 172,000 jobs in May, double the forecast, slamming the door on rate cuts and sending the Nasdaq down 4.18% in its worst session …
2 weeks, 4 days ago