The Paper Trail That Explains Fed Chair Warsh: His Old Forecasts Reveal a Lifelong Inflation Hawk
Newly examined Federal Reserve records show that Kevin Warsh, now Fed Chair, was consistently more worried about inflation than nearly...
Bessent’s “Treasury Twist” Lasted One Day: Why No Easy Fix Exists for What’s Really Driving Bond Yields Up
Treasury Secretary Scott Bessent's bond buyback intervention — dubbed a "Treasury twist" — briefly sent long yields down before they...
Bitcoin ETFs Pull In $1.92 Billion in a Week — the Most in 10 Months — as BTC Surges 23%
Spot Bitcoin ETFs recorded their strongest weekly inflow since October last year as Bitcoin posted its largest weekly gain in...
Australia’s Housing Slump Exposes Private Credit’s Transparency Problem
As Australian home prices post their steepest two-month decline since December 2022 and regulators probe private credit managers for unrealistic...
Iranian Oil Has Effectively Vanished From Asian Markets — and Bessent’s “Economic D-Day” Hasn’t Even Started Yet
A US naval blockade has trapped loaded Iranian tankers inside the Persian Gulf while keeping empty vessels out, reducing available...
DeepSeek Adds Vision to Its Flagship Model, Claiming Performance Close to Anthropic’s Opus 4.8
DeepSeek released an experimental multimodal version of its V4 Flash model that can analyze images and screenshots — claiming performance...
Memory Stocks Are Losing Momentum Even as Fundamentals Stay “Absolutely Spectacular” — The Smart Money Is Moving On
Sandisk, Micron, Western Digital, and Seagate have dropped 20-30%+ from their 2026 peaks despite strong forward earnings growth and bullish...
GM Ruled U.S. Auto Sales for 100 Years. Now Toyota Is Closing In — by Playing the Opposite Game.
General Motors is defending its century-long grip on U.S. auto market leadership by maximizing profit per vehicle rather than volume...
Tesla Recalls Nearly 3 Million Vehicles in China Over Electric Door Handle Entrapment Risk — Part of a 4.27M-Vehicle Industry Crackdown
China's market regulator ordered Tesla and eight other EV makers to recall a combined 4.27 million vehicles over electric door...
The SaaSpocalypse Playbook: How Salesforce, Adobe, and ServiceNow Are Fighting AI Disruption With Buybacks, Bluster, and Rebranding
Legacy software companies have lost nearly half their market cap from decade peaks as AI disrupts their core businesses —...
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