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	10:23AM	Watch your back, Apple. Alphabet’s now closing in on a $4 trillion market cap.
	10:18AM	Inflation excess is a 'mirage': Stephen Miran pushes faster rate cuts
	10:16AM	Target bets on $5B store revamp plan to revive sales
	10:07AM	US Stocks Slide as Alphabet Threatens Nvidia’s AI Superiority
	09:59AM	Tech Shares Drag US Stocks Lower; Dollar Drops: Markets Wrap
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	09:58AM	Stock Market Today: Nvidia Drops, Weighing on Nasdaq; Alphabet Rallies
	09:58AM	Nvidia stock sinks on Google's AI chip challenge
	09:57AM	Stocks mixed as Nvidia's slide drags on Nasdaq
	09:53AM	Retail sales tapered off before the government shutdown. Will they perk up during the holiday shopping season?
	09:46AM	Nasdaq down after Monday rally even with Alphabet sights set on $4 trillion mark
	09:45AM	US 10-Year Yield Falls Back Toward 4% Amid More Weak Jobs Data
	09:40AM	Wall Street opens mixed as investors assess data, Alphabet shines
	09:31AM	Nasdaq retreats one day after big rally as Nvidia drops
	09:23AM	US Home Price Growth Slowed in September as Buyers Pulled Back
	09:17AM	US tech valuations stretched further as earnings contribute less
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	09:15AM	Nearly 1 in 4 American households living paycheck to paycheck, report reveals
	09:15AM	VIEW Retail sales miss expectations in September, producer prices rise
	08:57AM	Holiday-season stakes rise after U.S. retail sales tapered off in September
	08:55AM	Michael Burry's next 'Big Short': An inside look at his analysis showing AI is a bubble
	08:52AM	Stocks get boost from rising chances of Fed cut; dollar steady
	08:51AM	State Street Roasts JPMorgan’s Biggest ETF, Then Backtracks
	08:48AM	PPI indicates wholesale inflation was fairly tame before the government shutdown
	08:39AM	US retail sales miss in first glimpse of consumer spending in months
	08:39AM	How Kohl’s became a premarket beneficiary of a meme-stock-style surge
	08:33AM	Copper Jumps on Report Ukraine Agreed to Possible Peace Deal
	08:17AM	Economic calendar: PPI and retail-sales reports headline data-intensive morning
	08:16AM	Investors Hedge Against Sterling Volatility Ahead of Budget
	08:13AM	European Short-Term Power Prices Spike as Wind Generation Drops
	08:00AM	Nvidia stock falls as Google challenges in AI chips
	08:00AM	Trump, Xi speak for first time since trade truce
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	08:00AM	CFM Quants Hand Back $2 Billion to Investors as Assets Swell
	08:00AM	US Homesellers Pull Stale Listings Off Market as Interest Fades
	08:00AM	Private Debt Defaults Set to Climb as Middle-Market Firms Wobble
	07:58AM	US stock futures stall after tech's biggest rally since May
	07:46AM	5 on board American Airlines flight hospitalized after odor diverts plane
	07:46AM	Jeff Sica warns AI markets may be ‘on the verge of a bubble bursting’
	07:38AM	The Fed and Big Tech Re-Raise Investors’ Spirits
	07:37AM	Russian Oil Flows Extend Slide With Prices Retreating Again Too
	07:36AM	Milkshakes and lattes to face sugar tax in UK
	07:30AM	MercadoLibre Tries Woo Brazil’s Online Shoppers as Amazon, Shein Close In
	07:26AM	Cryptology firm cancels elections after losing encryption key
	07:02AM	DOGE's legacy for Corporate America: Cut first, ask later
	07:02AM	Alibaba's AI arm surges 34% while China commerce bounces back
	07:00AM	Trump’s Beef Price Battle Meets America’s Insatiable Demand
	06:53AM	BlackRock Looks to Double Saudi Investments in Fresh Deal Boom
	06:51AM	Novo Says Next-Generation Diabetes Shot Led to 14.5% Weight Loss
	06:47AM	Morning Bid: Consumer readout tests Fed hopes
	06:39AM	China and Japan, With Trump in the Middle, Stoke an Existential Showdown
	06:30AM	Three Years of AI Mania: How ChatGPT Reordered the Stock Market
	06:25AM	Treasuries Slip on Risk US Data Will Show Return of Inflation
	06:21AM	Ukraine Attacks Russia’s Black Sea Oil Infrastructure Again
	06:17AM	UK stocks edge higher with upcoming budget in focus
	06:10AM	Alphabet on pace to hit $4 trillion market value as AI gains momentum
	06:00AM	Chile Questions Swaps Trade That Stoked Pension Fund Returns
	06:00AM	Brazil’s Junior Miners Unite to Push Critical Minerals Agenda
	05:55AM	Alibaba stock pops after cloud-fed revenue beat
	05:52AM	Bitcoin's 3 big problems
	05:44AM	How to make sure you're getting a good deal on Black Friday
	05:34AM	Analysts muse whether Jack Dorsey is Satoshi after enigmatic response
	05:30AM	US Stocks’ Strong December History Seen Tested By AI Malaise
	05:30AM	Why Google’s Soaring Stock Is Defying Fears of an AI Bubble
	05:12AM	Banks Prep Over €700 Million Debt Package for Cinven’s UAX Stake
	05:02AM	What Is Agentic A.I., and Would You Trust It to Book a Flight?
	05:02AM	A Frugal Guide to St. Martin/St. Maarten
	05:01AM	Tariffs and Strike Drive ‘Once-in-a-Lifetime’ Boost for Canadian Wine
	05:01AM	A.I. Can Do More of Your Shopping This Holiday Season
	05:01AM	Trump Administration Is Taking Billions in Stakes in Firms Like Intel
	05:01AM	Faux Jewels and Slimming Belts: Why Shopping on TikTok Is a Lot Like QVC
	05:00AM	Codelco Offers Record Premiums for 2026 Copper Sales to China
	04:57AM	Barrick to Pay Mali $430 Million to Settle Gold Mine Dispute
	04:56AM	Heathrow's plan for longer third runway chosen by government
	04:53AM	Could the cash Isa limit be about to fall to £12,000?
	04:10AM	Chow Tai Fook Misses Estimates as Gold Tax Change Effects Loom
	04:00AM	Jaguar Land Rover Parent Sees Cheap Tech Powering India EV Sales
	04:00AM	Boeing Tackles Quality With a ‘War on Defects’
	03:58AM	Danish Home Price Spike Puts Central Bank on Alert for Stability
	03:44AM	Malaysia’s Army Fund to Cut Stake in Affin to 9%, Minister Says
	03:29AM	Qatar Telecom Share Sale Stirs Hope for Equity Market Revival
	03:22AM	European shares muted as markets cautious ahead of US data
	03:15AM	Indian Banks Consider Financing Non-Sanctioned Russian Oil Trade
	03:11AM	Pound Volatility Soars as Traders Hedge for UK Budget Turbulence
	03:06AM	Everything you need to know about the Budget
	03:02AM	UK financial sector makes slow progress on preparations for new settlement system
	02:56AM	Reeves urges Labour MPs to unite behind the Budget
	02:30AM	Gilts Riding Best Rally Since 2020 Face Budget Reality Check
	02:29AM	Top Africa Clothing Retailer Pepkor Prepares to Establish Bank Presence
	02:22AM	Developer Vanke’s Yuan Bonds Plunge as Debt Concerns Grow
	01:55AM	BlackRock Seeks One More Year to Deploy Asia Private Credit Fund
	01:50AM	India’s Zetwerk Plans $750 Million IPO, Hires Six Banks
	01:29AM	Iranian Oil Held at Sea Hits Most Since ‘23 as China Demand Lags

	10:15AM	Trump Ignites 'Genesis Mission': Manhattan Project-Scale AI Onslaught
	10:15AM	Johnson Warns White House Against Extending Obamacare Subsidies
	10:11AM	US Consumer Confidence Tumbles To Worst Since Liberation Day
	09:58AM	Newsletter: Case-Shiller: National House Price Index Up 1.3% year-over-year in September
	09:45AM	Six Dead As Russian Missiles Pummel Kiev, Even As Trump's Peace Deal Advances
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	09:16AM	Case-Shiller: National House Price Index Up 1.3% year-over-year in September
	09:12AM	"Geographic Rotation Is Striking": US Home Prices Rose At The Slowest Pace In 26 Months In September
	09:05AM	Amazon Announces $50B Plan For Dedicated Government AI Supercomputing
	08:56AM	Nvidia: The Next Growth Frontier Is Sovereign AI
	08:55AM	Stock Rally Falters As Nvidia-Google AI Rivalry Intensifies
	08:53AM	Core Producer Price Inflation Slowest In 15 Months, But...
	08:45AM	Burlington Shares Slide After Store Traffic "Fell Off Significantly"
	08:38AM	US Retail Sales Disappoint In September
	08:30AM	Transcript: Morgan Housel on The Art of Spending Money
	07:59AM	Super Micro's Shares Priced For Black Swan Event - Buy It (Upgrade)
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	07:30AM	Trump Ponders a Two-Year Extension of Enhanced Obamacare Subsidies
	07:10AM	Revived Expectations For Rate Cut Keep Bond Market Humming
	06:24AM	Macro Briefing: 25 November 2025
	04:40AM	Ray Dalio Says Sell: But Not Yet
	Nov-24	Go From Rides To Riches With Uber Technologies
	Nov-24	More Stupid Moves: Pentagon Considers Misconduct Charge Against Senator Kelly
	Nov-24	Tuesday: Case-Shiller House Prices, PPI, Pending Home Sales
	Nov-24	Google Drops a Nuke in the AI Wars
	Nov-24	Bankruptcy Filings Increase 10.6 Percent
	Nov-24	Case Against Comey Dismissed, Will Trump Be Silly and Appeal?
	Nov-24	Monday links: speculating on a bubble
	Nov-24	Momentum Monday - Everyone Loves Google and Eli Lilly Hits $1 Trillion
	Nov-24	In an Unusual Move, Xi Calls Trump to Discuss Ukraine and Taiwan
	Nov-24	Every Housing Down Cycle is "unhappy in its own way"
	Nov-24	Adviser links: improving the odds
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	Nov-24	Undercovered Dozen: TBG, GPIQ, Blue Owl Capital, Western Union And More
	Nov-24	Rational Exuberance?
	Nov-24	Constellation Software: Returns On Capital Are Reducing, AI Exposure Emerging
	Nov-24	Housing November 24th Weekly Update: Inventory Only Down 4.7% Compared to Same Week in 2019
	Nov-24	Recession Risk Is Low, But Softer Labor Market Raises Red Flags
	Nov-24	Are You an Economic Optimist or a Pessimist?
	Nov-24	Macro Briefing: 24 November 2025
	Nov-24	Permanent Job Losers: A Worrying Facet Of Today’s Economy
	Nov-24	Market Bubbles: A Rational Guide To An Irrational Market
	Nov-24	NexPoint Residential Trust: Risks Tilted To The Upside Heading Into 2026
	Nov-23	Waymo and The End of Urbanism, Writer Coins, Momentum and Live Events...Sunday Reads and Listens
	Nov-23	Can Trump or Anyone Possibly Fix the US Affordability Crisis?
	Nov-23	Sunday Night Futures
	Nov-23	Russia Sticks to Demands. Will Trump Change Peace Deal Proposal?
	Nov-23	Sunday links: frictionless gambling
	Nov-23	DOT: Vehicle Miles Driven Increased 2.0% year-over-year
	Nov-23	Top clicks this week on Abnormal Returns
	Nov-22	Trump to Revise Ukraine Peace Plan After Huge Wave of Criticism
	Nov-22	Indices Attempt Support as Bitcoin Falls Continue
	Nov-22	Real Estate Newsletter Articles this Week: Existing-Home Sales Increased to 4.10 million SAAR in October
	Nov-22	BLS Nonfarm Jobs Revisions Are Negative 26 Out of Last 32 Months
	Nov-22	Saturday links: a dangerous middle path
	Nov-22	This Looks Like A Bubble: The Alarming Signs Inside The AI Boom
	Nov-22	Trump Has Great Meeting With “Rational” New York City Mayor
	Nov-22	Schedule for Week of November 23, 2025
	Nov-22	Book Bits: 22 November 2025
	Nov-22	The AI Trade: Opportunity Or Warning?
	Nov-21	The Silver Squeeze Ain’t Over Yet
	Nov-21	MiB: Morgan Housel on The Art of Spending Money
	Nov-21	Friday links: a demonstrated interest
	Nov-21	This Week in The Degenerate Economy: A Bear Market... For Degeneracy
	Nov-21	Pagaya: Its Operating Results Are Stellar: Its Stock Price Less So!
	Nov-21	How Rate Cut Probabilities Foreshadowed A Strong Labor Market Report
	Nov-21	Podcast links: asking shorter questions
	Nov-21	How We Develop: As People, As Traders
	Nov-21	Hiring Rebounded In September, But The Trend Is Still Weakening
	Nov-21	Should You Fear The AI Bubble?
	Nov-21	Macro Briefing: 21 November 2025
	Nov-21	Capex Spending On AI Is Masking Economic Weakness
	Nov-21	Rate Cut Odds Slip Due To Lack Of Data
	Nov-20	You Can Only Disrespect The Markets For So Long...
	Nov-20	Don’t Fall in the China Trap
	Nov-20	Sell The News. Nvidia Can't Save Market - Worse To Come?
	Nov-20	Thursday links: what we don’t know
	Nov-20	The Pope, the Libertarian, and the Angelic Doctor Walk Into a Bar…
	Nov-20	Richard Thaler + Alex Imas Live at Economic Club of New York
	Nov-20	Longform links: getting your money’s worth
	Nov-20	Fed’s Mixed Signals From Minutes Raise Doubts About Rate Cuts
	Nov-20	Macro Briefing: 20 November 2025
	Nov-20	Oracle And CoreWeave CDS Spreads Widening: Omen Or Jitters
	Nov-19	The Labubu Omen
	Nov-19	Wednesday links: signs of a bubble
	Nov-19	The Crypto Bear Market of 2025...Makes Sense To Me.
	Nov-19	Hints Of A Weak Jobs Market Ahead Of Thursday’s Payrolls Report
	Nov-19	How Not to Invest: Now in German!
	Nov-19	Indices Shift Net Bearish As November Lows Are Undercut
	Nov-19	How The Fed Deals Liquidity: The Monetary Toolbox
	Nov-19	Margin Debt Sets Records: Should We Be Concnered?
	Nov-18	Breakthroughs, Manias, and Human Nature
	Nov-18	End of the Year: Let’s Look at Taxes, Metals and Energy

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