Bloomberg
Oct-05	Japan’s 10-Year Bond Sale Draws Solid Demand as Yields Top 3%
Oct-05	Stocks Edge Up to Near Record, Bonds Extend Slide
Oct-05	Moonshot Said to Eye Early 2027 IPO After Value Hits $50 Billion
Oct-05	Philippines’ Inflation Tops Estimates on Pricier Food, Fuel
Oct-05	New World Seeks More Time to Pay Bonds With $1 Billion Swap
Oct-05	Nidec Scandal Sends Bonds Tumbling in Test for New President
Oct-05	Broadening Rally in Stocks Hits an Economic Roadblock
Oct-05	Australia’s Consumer Confidence Tumbles Further After Rate Hike
Oct-05	A Trader’s Guide to Navigating Malaysia’s 2027 Budget Plan
Oct-05	S&P 500 Closes In on Record High as Tech Rallies: Markets Wrap

Reuters
Oct-06	French bond contagion fears are rattling the euro
Oct-06	Spain to France: hold my cerveza
Oct-05	Asian shares track Wall Street higher, Treasury yields near multi-decade highs
Oct-05	Gold inches lower as firmer dollar, higher yields weigh
Oct-05	Indian shares poised to extend rebound ahead of RBI policy verdict
Oct-05	Trump expands access to tax-exempt diesel fuel
Oct-05	TRADING DAY Nasdaq highs, Brazil surprise
Oct-05	Nasdaq hits record high as investors focus on earnings
Oct-05	Amundi Asset Management takes a more positive view on British pound
Oct-05	US services sector cools in September, price pressures building

BBC
Oct-05	Five reasons India's stock market is sinking even when its economy is growing
Oct-05	We're saving £100 a month into pensions for our toddler and baby - here's why
Oct-05	Pentagon stops using Anthropic AI tools months after blacklisting company, BBC told
Oct-05	Why are data centres such a big deal in Scotland?
Oct-05	Shadow chancellor to unveil Tory plans to cut taxes and regulations
Oct-05	Average five-year mortgage rate hits 6% for first time in three years
Oct-05	BT agrees rescue deal to buy broadband operator TalkTalk
Oct-04	Trump announces 'Super Intelligence Force' to oversee AI policy
Oct-04	The job interview question you don't have to answer
Oct-02	UK diesel price hits £2 a litre for first time, RAC says

WSJ
Oct-05	Stock Market News, Oct. 5, 2026: 10-Year Yield Rises; Nasdaq Jumps to New High
Oct-05	L’Oréal Taps Advisers to Explore Unloading Chemical-Related Liabilities
Oct-05	Stocks Keep Climbing—and So Do Bond Yields
Oct-05	KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II
Oct-05	Stocks Up, Yields Up
Oct-05	Electronic Arts Bondholders Allege Default Following Largest LBO
Oct-05	Your Index Fund Went Up. Was It Luck Or Smarts?
Oct-05	Bank Stocks Are Haunted by the Ghosts of 2023
Oct-03	Luxury Stocks Are Selling at Fast-Fashion Prices
Oct-02	High Government Debt Is Adding Fuel to the Global Bond-Market Selloff

CNBC
Oct-06	Stock futures edge higher after Nasdaq hits new record
Oct-05	House Democrat targets candidate prediction market trades after opponent’s Kalshi penalty
Oct-05	Brazilian stocks jump as Bolsonaro now seen as heavy favorite to win presidency
Oct-04	Sports betting is increasingly the norm for Gen Z. Here’s why some financial and mental health experts are worried
Oct-03	Lula or Bolsonaro: Wall Street braces for two wildly different results in Brazil election
Oct-02	Traders now see little chance of a Fed rate hike in October after weak jobs report
Oct-02	'The hottest skill on Wall Street’: Demand for this AI ability jumped 1,721% as banks embrace agents
Oct-02	How AI is redefining Wall Street jobs — and boosting demand for this new 'hottest skill' by 1,721%
Oct-02	Bitget `not expecting to recover a lot' from $388 million hack, CEO tells CNBC
Sep-30	Watch Minneapolis Fed President Neel Kashkari discuss the economy and monetary policy

The New York Times
Oct-06	South Korea Investigates Possible Use of A.I. in Hacks on Its Banks
Oct-06	The Hidden Policies That Power China’s Export Boom
Oct-05	A.I. Officials Stonewall on Questions About Technology’s Risks
Oct-05	Trump Allows Cheaper, Dyed Diesel to Be Used in Nonfarm Vehicles
Oct-05	Nashville Symphony Receives $10 Million Lifeline From Oracle
Oct-05	High Interest Rates Aren’t Slowing the A.I. Boom. That’s a Problem for the Fed.
Oct-05	Texas Pediatricians Face Paxton Investigations for Vaccinating Children
Oct-05	Geography Is Back With a Vengeance
Oct-05	Burst of Attacks in Gulf Heightens Fears Over Fragile Energy Trade
Oct-05	Karoline Leavitt, Trump’s ‘Machine Gun,’ Has a New Gig at Fox News

MarketWatch
Oct-05	Micron’s historic cash bonanza is set to rain down on investors
Oct-05	I got a $499 body scan to see if I have cancer. Here’s what I learned.
Oct-05	The case for Nvidia’s stock to march even higher after clinching new record high
Oct-05	This new AI model could help America close a technological gap with China
Oct-05	Trump is promising $90 Medicare rebate checks. Here’s the hidden cost.
Oct-05	Investors see a big opportunity in 2026’s ferocious bond-market rout
Oct-05	Investors see a big opportunity in 2026's ferocious bond-market rout
Oct-05	Nasdaq closes at record high, as stocks climb despite surging Treasury yields
Oct-05	S&P 500 and Nasdaq on track for record closing highs, even as bond yields climb
Oct-05	Intel’s stock drops as Musk hints at an additional partner for big chip venture

Fox Business
Oct-06	Workers see big benefits from AI, but some may be getting left behind
Oct-06	Workers using AI are seeing major benefits – but a gap is emerging
Oct-05	Bond market will see more ‘volatility’: Stockbrokers.com investment research director
Oct-05	Americans will see ‘huge price drops’ thanks to Trump’s Venezuela deal: Rep Greg Steube
Oct-05	Fed in ‘capable hands’ under Warsh, time for Powell to leave: Economist
Oct-05	JP Morgan Asset Management strategist sees inflation, growth ‘moderating’ next year
Oct-05	The refineries in blue states are 'problematic': Lou Basenese
Oct-05	Baby boomers are poised to unleash millions of homes — but there's a catch for first-time buyers
Oct-05	Dan Niles predicts Microsoft, Apple and Google will dominate AI market
Oct-05	White House AI task force vice chair Scott Kupor on probing tech risks, rewards

Yahoo Finance
Oct-05	Trump says US will help Russia after plague death in Siberia
Oct-05	Nasdaq, Nvidia post record highs as tech strength outshines bond weakness
Oct-05	Every midterm election since 1946 has meant one thing for stocks
Oct-05	Trump keeps promising checks to Americans. Polls show voters may not be buying it.
Oct-05	US unemployment approaches record not seen since mid-1960s
Oct-05	3 charts that will make investors fall in love with stocks again
Oct-05	The American consumer is souring: What to watch this week
Oct-04	'The market has had every reason to sell off' — and it hasn't
Oct-04	'A lot of sticker shock': Home heating costs soar for millions amid oil crisis
Oct-04	Iraq charters supertanker through Hormuz for first time in decades

Abnormal Returns
Oct-05	Monday links: an eye for trouble
Oct-05	Adviser links: taking less risk
Oct-04	Sunday links: extended time horizons
Oct-04	Top clicks this week on Abnormal Returns
Oct-03	Saturday links: overwhelming weariness
Oct-02	Friday links: access to retail investors
Oct-01	Thursday links: falling valuations
Oct-01	Longform links: AI acceleration
Sep-30	Wednesday links: a never ending backlog
Sep-30	Personal finance links: the purpose of money

The Capital Spectator
Oct-05	Rising Treasury Yields Haven’t Cracked the Bull Market…Yet
Oct-03	Book Bits: 3 October 2026
Oct-02	Total Return Forecasts: Major Asset Classes | 2 October 2026
Oct-01	Major Asset Classes | September 2026 | Performance Review
Sep-30	Treasury Yields Keep Rising. Can the Economy Keep Up?
Sep-29	Tomorrow’s PCE Inflation Report May Boost Fed Hike Bets
Sep-28	What Does Today’s Yield Curve Suggest for a Bond Ladder?
Sep-26	Book Bits: 26 September 2026
Sep-25	Treasury Yield Surge Pressures Rate-Sensitive Shares
Sep-24	Fed on Track for Second Rate Hike Just Ahead of Elections

The Big Picture
Oct-05	Transcript: Omar Aguilar, CEO and CIO of Schwab Asset Management
Oct-05	10 Monday AM Reads
Oct-04	The Knowledge Project Podcast: Bill Ackman
Oct-03	MiB: Omar Aguilar, CEO and CIO of Schwab Asset Management
Oct-01	10 Thursday AM Reads
Sep-30	At the Money: The Data Behind America’s Wealthy
Sep-30	10 Wednesday AM Reads
Sep-20	10 Sunday Reads
Sep-19	10 Weekend Reads
Sep-18	10 Friday AM Reads

Daily Reckoning
Oct-05	MBGA: Make Brazil Great Again
Oct-02	All Roads Lead to Inflation
Oct-01	Lies About Oil
Oct-01	If You’re a Saver, You’re a Sucker
Sep-30	Frankenstein’s Bull-Bear Market
Sep-29	The Cadence of Death Itself
Sep-29	Fire to Fortune: A Year of Living Volcanically
Sep-28	The Strait Debate Gets Heated
Sep-25	Buy the Dip in VALE
Sep-24	A Wrench in the Data Center Machine

Stratechery
Oct-05	Apple and a Hacker’s Future
Oct-02	Dots and Question Marks
Sep-28	Apps, Agents, and Aggregation
Sep-25	Begun, the Aggregator Wars Have
Sep-21	Frontier Overhangs
Sep-18	Doomforce
Aug-24	Autonomy and Innovation
Jul-20	Who’s Afraid of Chinese Models?
Nov-05	The Benefits of Bubbles

Real Investment Advice
Oct-05	Jobs Recovery Or One-Off Blip?
Oct-05	Sequence Of Return Risk: The Math That Breaks Retirements
Oct-03	Q4 Market Outlook: Strong Years Usually Finish Strong
Oct-02	Can Anthropic Outearn Its Obligations?
Oct-02	Price Of Happiness: Missing The Things That Matter
Oct-01	The Swap Market Says Treasury And AI Debt Is Not A Problem
Sep-30	From TINA To TIGA: Diversification Pays Again
Sep-30	Higher Yields Flipped The Math In The Investors’ Favor
Sep-29	McDonald’s At Four-Year Lows Isn’t As Worrisome As Some Fear
Sep-28	CMBS Losses Reach The AAA Tranche Again

Zero Hedge
Oct-05	The Five-Year Fuel Crisis Why The World Economy Is Paying For A War It Thinks Is Ending
Oct-05	An Uncomfortable Reality: China's Rare Earth Chokehold May Outlast This Decade
Oct-05	Trump's $90 Medicare Checks Raise A Question Nobody Seems To Be Asking
Oct-05	Former World Chess Champion Kasparov Says US Warned Him About Kremlin Kill Plot
Oct-05	West Virginia Wants Nuclear's Benefits, Somebody Else Can Handle The Waste
Oct-05	Pentagon Raises Combat Pay For First Time Since 2002 As Iran War Persists
Oct-05	Canada Has The Nuclear Technology. Why Buy The Dependency?
Oct-05	Gunmen Attack Christian Town In Syria, Wounding Woman & Smashing Shops
Oct-05	DOJ Sues University Of Delaware: Illegal Aliens Get In-State Tuition, Out-Of-State Americans Pay 2.7x More
Oct-05	Backlash Rolls In After Rutgers Womxns Rugby Name Change Welcomes Men Who Identify As Female

Trader Feed
Oct-04	Top Challenges Traders Have Faced This Year
Sep-22	How to Become Your Own Trading Psychologist
Sep-16	How To Build A Career In Trading
Sep-07	Peak Performance Priorities
Aug-28	Techniques for Mastering Our Trading Psychology
Aug-20	What Is The Best Way To Learn Trading?
Aug-11	How Well Do You Coach Your Own Trading Performance?
Aug-02	What Separates The Best Traders From The Rest
Jul-23	Coaching Yourself To Trading Success
Sep-13	BRETT STEENBARGER'S TRADING PSYCHOLOGY RESOURCE CENTER

Howard Lindzon
Oct-05	Momentum Monday - Tech Stocks Remain the Market Leaders...
Oct-04	You Can't Fake Domain Experience and Wisdom... and Stocktoberfest in New York This Week
Sep-27	Cycling In Italy For The Week...No AI Necessary
Sep-25	From The Degenerate Economy To The Prostate Economy ...Money Never Sleeps But It Does Slow Down
Sep-22	Momentum Monday - Tech Large Caps Shine ...Kissing The Ring Has Been Very Good For Mag 7 Shareholders
Sep-20	Being 61...I Have 21.04 Years To Live
Sep-16	Tracking The Top 100 Private Companies With Norgard X ...Connecting Public and Private Markets is Important And More Seamless Every Day
Sep-15	Momentum Monday - Cybersecurity Is More Important as The Degenerate Economy Expands and Our AI Overlords 'Slow Pace'.
Sep-13	Cracks In The Bull Market or More Bricks In The Wall of Worry
Sep-06	The Degenerate Economy Global Roadtrip...Starting In Muskoka

Angry Bear
Oct-05	Simply Put
Oct-05	Economically weighted ISM indexes for October show a broader, but even more inflationary, expansion
Oct-05	“If you’re arguing, you’re losing. Trump is arguing”
Oct-05	Time change argle-bargle
Oct-04	One Observation of Campaign Expenditures
Oct-04	New Deal democrats Weekly Indicators for September 28 – October 2
Oct-04	Insurers, Cutting Medicare Advantage plans for 2027 and More Realignment for Consumers
Oct-04	Trump’s Hail Mary pass
Oct-03	Quote of the Day, 2012 Edition, Part 1
Oct-03	How Good are the Flocks?

Seeking Alpha
Oct-05	Solid Power Still Has Promise
Oct-05	Risk-Free Is Dead: Why I Am Very Bullish On Equities Going Into Q4
Oct-05	Ciena, A Former Telecom Bust, Is Now In The Early Stages Of A Bona Fide Mega Boom
Oct-05	Weyerhaeuser: The Stock Prices Its Forest Below What Buyers Pay For The Acres
Oct-05	Nyxoah: Label Expansion Set To Unlock A Monopoly In A Billion Dollar Market.
Oct-05	Paladin Energy: The Gap Between $70 And $96 Is The Investment Case
Oct-05	Meta And Alphabet Will Beat OpenAI And Anthropic
Oct-05	Alliance Resource Partners: A ~10% Yield Backed By Contracted Coal And Growing Royalties
Oct-05	Iovance: Buy Now Before Many Growth Catalysts Kick In
Oct-05	Investing In Gold At The Edge: Start-Up Blue Lagoon

Fallond Stock Picks
Oct-04	Swing Low Bounces Struggle For Traction
Oct-01	Bitcoin Makes Second Attempt At Rally Off Breakout Support
Sep-29	Markets Mixed Bag As Bitcoin Breakout Holds
Sep-27	Nasdaq Challenges "Bull Trap" As S&P Gains
Sep-24	Russell 2000 ($IWM) Attempts Another Swing Low
Sep-22	Nasdaq Surge Delivers Breakout
Sep-21	Bitcoin Surge As Russell 2000 Shapes A Swing Low
Sep-17	Bulls Were Unable To Build On Morning Optimism
Sep-15	Russell 2000 and Bitcoin Break Support
Sep-13	S&P And Nasdaq Hang On As Russell 2000 Comes Under Pressure

Calculated Risk
Jan-12	This is the End and a New Beginning
Jan-11	Sunday Night Futures
Jan-11	Hotels: Occupancy Rate Increased 4.4% Year-over-year
Jan-10	Real Estate Newsletter Articles this Week:Housing Starts Decreased to 1.246 million Annual Rate
Jan-10	Schedule for Week of January 11, 2026
Jan-09	The "Home ATM" Mostly Closed in Q3
Jan-09	Fed's Flow of Funds: Household Net Worth Increased $6.1 Trillion in Q3
Jan-09	Newsletter: Housing Starts Decreased to 1.246 million Annual Rate in October
Jan-09	Housing Starts Decreased to 1.246 million Annual Rate in October
Jan-09	Comments on December Employment Report

Mish's Global Economic Trend Analysis
Oct-05	What’s Really Behind the Surge in Long-Term Bond Yields?
Oct-05	Shippers Pay Sailors $25,000 a Trip for a Sneak Run Through Hormuz
Oct-05	If the Polls Are Correct, Democrats Will Win the Kansas Senate Race
Oct-04	Governor Abbott Declares Texas Disaster Allows “Red Diesel”. Will It Help?
Oct-04	“Vote early. Vote by mail. Or vote in person on Election Day,” Says Trump
Oct-03	Did Mish Change? A Reader Misses the “Old Mish”
Oct-03	MAGA Is Overrun by Scandals, Insane Nonsense, and Infighting
Oct-02	Mortgage Rates Have Largest Weekly Gain in Four Years
Oct-02	In Big Warning to the Fed, Bond Yields Rise Despite Weak Jobs
Oct-02	Jobs Weaker Than Expected in September, Up 29,000 With Negative Revisions

App Economy Insights
Oct-02	🏢 Meta Goes to Work
Sep-30	📊 Earnings Visuals (9/2026)
Sep-29	☁️ How Nscale Makes Money
Sep-25	💬 Meta Wants The Interface
Sep-22	🤖 OpenAI’s Advertising Machine
Sep-18	⚽️ Why Is Bezos Buying Liverpool FC?
Sep-15	⚡️ How SB Energy Makes Money
May-30	📊 PRO: This Week in Visuals

MBI Deep Dives
Oct-05	The Thin Margin of Safety in Selling Compute
Oct-02	The Ever-Widening Overton Window of AI Safety
Oct-01	Why Muse May Never Need Ads
Sep-30	MBI at The Synopsis Podcast
Sep-29	The Case for Meta Enterprise Platform
Sep-28	Uber: The Aggregator on Trial
Sep-24	A Portfolio Change
Sep-20	A Few Changes to My Publishing Schedule
Sep-19	What Anthropic's 25 Gigawatts Can Earn in 2030
Sep-18	Groceries, Aggregators, and Agents

Stock Analysis Compilation
Aug-22	This week’s top stock pitches from investment newsletters.
Aug-19	50 new pitches found in hedge fund reports this week

The Transcript
Oct-05	High Rates?
Sep-28	Powering Forward
Sep-21	Keep Moving Fast
Sep-14	Slow Down
Sep-08	AI Bottlenecks
Jun-02	Catalyst Watch

TKer
Oct-04	A bear-case scenario for the long-term, diversified stock market investor 📉
Oct-02	Fortunately, it’s not all bad news 📰
Sep-27	The AI earnings headwind and accounting headache that’s set to intensify 🌬️
Sep-21	A timely stock market lesson from the 1960s 📖
Sep-20	‘Exposure therapy’ for investors 🕷️
Sep-17	Most stock-picking pros have been underperforming this year's rollercoaster ride higher 🫤
Sep-13	Is a higher earnings bar really harder to clear? 📏
Sep-10	Why the interest rate ‘bark’ has been worse than its ‘bite’ 🐶
Sep-07	The first question to ask when someone tells you where stocks are headed 🙋🏻‍♂️
Sep-02	12 stock market charts that caught my attention 📊📈

Dividendology
Oct-02	🏆 List of Undervalued Dividend Stocks (October '26)
Sep-29	🎯 Generate Double Digits Yields With This Strategy?
Sep-25	🛒 Buying A New High Yield & Dividend Growth Stock!
Sep-23	🥇4 Highest Yielding Covered Call ETFs with No NAV Decline
Sep-15	🏰 Building a Dividend Kingdom in 2026!
Sep-11	🚀 Outperforming The Market With Dividend Growth
Sep-08	🏆 List of Undervalued Dividend Stocks (September '26)
Sep-01	🚨 The 4% Rule Is More Dangerous Than Ever
Aug-28	💥 The Dividendology European Option Income Fund Database is HERE!
Aug-25	🧾 List of Most Upside Dividend Stocks

Behavioral Value Investor
Oct-02	[2026–2027] Week 1: Benjamin Graham’s Security Analysis, Part 1
Oct-01	AI for Serious Investors #4: Devil’s Advocate
Sep-30	Seminar Reading List
Sep-17	[2026–2027] The Weekly Value Investing Seminar: Introduction
Sep-11	The Mental Model Scorecard I Use in My Own Investing
Sep-08	Has AI Actually Improved Your Investing?
Sep-08	Member Downloads
Jul-09	What 22 Investment Post-Mortems Taught Me
Jul-02	10-Minute Investment Autopsy No. 22: DXC Technology (DXC)
Jun-29	How a 100+ Bagger Went Bankrupt: The Story of Sleep Number

Yet Another Value Blog
Oct-01	$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
Sep-30	Another (premium) dark arts basket, part 1
Sep-29	Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy
Sep-28	Before you fade Muse, use it for 72 hours
Sep-25	September 2026 Random Ramblings
Sep-24	Musings on Muse: the inertia sell-off looks too broad
Sep-22	Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)
Sep-21	If Muse is buying your running shoes, what happens to Nike?
Sep-18	$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Sep-17	The rise (and downsides) of AI agents in investing

The Weekly ChartStorm
Oct-03	Weekly S&P500 ChartStorm - 4 October 2026
Sep-27	Weekly S&P500 ChartStorm - 27 September 2026
Sep-20	Weekly S&P500 ChartStorm - 20 September 2026
Sep-13	Weekly S&P500 ChartStorm - 13 September 2026
Sep-06	Weekly S&P500 ChartStorm - 6 September 2026
Aug-30	Weekly S&P500 ChartStorm - 30 August 2026
Aug-23	Weekly S&P500 ChartStorm - 23 August 2026
Aug-16	Weekly S&P500 ChartStorm - 16 August 2026
Aug-09	Weekly S&P500 ChartStorm - 9 August 2026
Aug-01	Weekly S&P500 ChartStorm - 2 August 2026

The Sandbox Daily
Jun-24	Goodbye, for now
Jun-23	When stock selection matters most
Jun-22	We love simple rules of thumb, but they can mislead us
Jun-18	The Fed's new frontier under Kevin Warsh
Jun-17	Fundamentals tell me what to buy. Technicals help me decide when.
Jun-16	Central bank policy beginning to diverge
Jun-10	The SpaceX IPO isn't even the main story
Jun-09	Stocks wobble after historic rally
Jun-03	What will matter most for markets in the second half?
Jun-02	May: month in review

Net Interest
Oct-03	The Art of Doing Financial Engineering
Sep-25	The Agents Revolt
Sep-19	Brookfield of Dreams
Sep-11	The Five Deals That Made Apollo
Sep-04	Hot European Summer
Aug-28	Untangling Guggenheim
Aug-21	Great Scott
Aug-14	Financing the AI Boom 3
Aug-03	Leopold’s Fall
Jul-24	PayPal, Declined

Capital Flows
Sep-29	What No One Sees Right Now
Sep-24	Interest Rate Strategy: How High Can They Really Go?
Sep-22	The KOSPI Is Where Policy Meets The AI Trade
Sep-20	Credit-Fueled Growth Is Moving the Cycle Forward
Sep-17	From One Policy Error To The Next
Sep-11	The Price Of Surviving Monetary Regime Change
Sep-07	The Great Monetary Escalation
Sep-04	Complacency Before The Cliff (Bonds)
Sep-01	“Dollar Devaluation” Is Bearish Equities
Aug-27	Positioning Into Jackson Hole

Semianalysis
Oct-05	Anthropic Subscriptions Offer 5x+ More Value Than OpenAI
Sep-28	How GLM5.3 Sparse Attention Affects HBM Memory Usage
Sep-26	Intel Panther Lake Teardown
Sep-25	The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model
Sep-23	ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns
Sep-21	Computation and Data Movement for Inference
Sep-18	Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading
Sep-15	Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagree
Sep-14	Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar
Sep-14	A Brain Too Big to Carry — On-Device vs Datacenter Inference

The Bear Cave
Oct-04	The Bear Cave #346
Oct-01	More Problems at Ethos (LIFE)
Sep-27	The Bear Cave #345
Sep-20	The Bear Cave #344
Sep-17	Problems at Jackson Financial ($JXN)
Sep-13	The Bear Cave #343
Sep-06	The Bear Cave #342
Sep-03	5 Education Stocks in AI's Blast Radius
Aug-30	The Bear Cave #341
Aug-23	The Bear Cave #340

Fabricated Knowledge
Aug-13	The Cost of Time and AI Timelines
Jul-27	Close but Not Quite
Jun-24	IN-DEPTH: What Unitree's Evolution Means For Robotics
May-19	Nvidia should buyback stock
Apr-15	Engels' Pause and the Permanent Underclass
Feb-16	Another Conversation with Val Bercovici Memory Markets
Jan-16	The Death of Software 2.0 (A Better Analogy!)
Jan-07	2026 AI & Semiconductor Outlook
Dec-17	Lessons from History: The Great Railroad Buildout
Nov-24	Market Volatility: Some Thoughts

Klement on Investing
Oct-05	Who is the best manager?
Oct-02	You can smoke this study
Oct-01	Flippin’ heck
Sep-30	Corporate taxes and creative destruction
Sep-29	Index funds make active managers worse
Sep-28	Companies are already feeling the pain
Sep-25	The economics of being an artist
Sep-24	AI could help governments cut debt — but unevenly
Sep-24	The impact of acquisitions on stock returns
Sep-23	Who forecasts how?

Apricitas Economics
Sep-27	AI and the Fall? of the Creative Class
May-03	America's Electricity Gap
Mar-05	Taiwan's Modern Miracle
Feb-21	The Supreme Court Ruled Against Trump's Tariffs. Now What?
Feb-10	America's $1T AI Gamble
Jan-20	The Economic Legacy of DOGE
Jan-11	The 'No Hire' Economy
Jan-06	America is Losing Blue Collar Jobs
Dec-02	America is Flying Blind on Immigration
Oct-19	California Keeps Losing Tech Jobs

Big Technology
Oct-05	The Key Anthropic Numbers You Need To Know Ahead Of Its IPO
Oct-02	Anthropic’s IPO and Our Collective Leap Of Faith
Sep-28	Here’s Everything OpenAI’s Bots (And Others) Have Hacked Or Considered Hacking
Sep-25	What I Got Wrong About Meta’s Muse, And The Deeper Threat To Frontier AI
Sep-23	YouTube CEO Neal Mohan: Why We’re Betting On AI And Not Afraid Of It
Sep-11	It’s Time to Bring Some Sanity to the AI Risk Conversation
Jul-31	When Artificial Intelligence Is Too Valuable To Sell
Jul-20	Everything You Need to Know About Kimi K3, the Latest Model From China to Shake Up AI
Jul-17	AI Model Prices Are Falling At The Worst Moment For The U.S. Frontier Labs
Jul-13	Apple’s lawsuit against OpenAI makes serious claims. Will they matter?

Doomberg
Oct-04	Straw Clutching
Sep-29	Going With the Flow
Sep-26	Sector Deep Dive: North American Midstream
Sep-22	Escalation Clauses
Sep-18	Coming to America
Sep-16	Value Trap
Sep-12	Apricity or Bust
Sep-09	Falkland Around
Sep-05	Necessary Inventions
Sep-01	With American Characteristics

The Overshoot
Oct-03	France is the Biggest Loser in the Global Rates Reset
Sep-24	The Fed Finally Gets It
Sep-14	Just Waiting for Disinflation is Not Enough
Aug-31	Rising Bond Yields Are Good, Actually
Aug-18	AI, Productivity, and Rates: Part 2
Aug-05	AI, Productivity, and Rates: Part I
Jul-20	U.S. Inflation Is Not Really Slowing
Jun-23	The Win-Win Solution to "China Shock 2.0"
Jun-17	The Case for Higher U.S. Rates
Jun-03	Yes, Living Standards Have Grown Slower in Northwest Europe than in the U.S.

The Diff
Nov-14	Money, Credit, Trust, and FTX
Aug-22	Hand-Crafted Artisanal Liquidity Provision
Aug-01	Understanding Jane Street
Feb-11	The Factorio Mindset
May-07	Stripe and Solid-State Economics

Speedwell Research
Sep-17	Copart 4Q26 Business Update
Sep-14	Adobe 3Q26 Update
Aug-27	Software’s AI Risk
Aug-13	Constellation Software: 2Q26 Recap
Aug-05	Coupang: 2Q26 Business Recap
Aug-05	Perimeter Solutions: 2Q26 Business Recap
Aug-04	Floor & Decor: 2Q26 Business Update
Jul-31	Meta: 2Q26 Business Update
Jun-25	Adobe Business History
May-30	Constellation Software: 1Q26 Business Recap

Commodity Context
Oct-02	Oil Context Weekly (W40)
Oct-01	Diesel Danger Zone
Sep-25	Oil Context Weekly (W39)
Sep-25	Global Oil Data Deck (September 2026)
Sep-18	Oil Context Weekly (W38)
Sep-14	The Beijing Swing, Part 2: Refined Products
Sep-11	Oil Context Weekly (W37)
Sep-10	OPEC+ Data Deck (September 2026)
Sep-04	Oil Context Weekly (W36)
Sep-03	North American Oil Data Deck (September 2026)

The Hermit
Oct-03	Gains, Losses, and Espresso
Sep-30	[$OMSE ] The Ignored $154m Cash Mountain
Sep-26	[$GREEN ] Aglomerating Tiny Local Monopolies
Sep-23	Auto Logistics & Subprime Check: Carvana, Copart, and Credit Acceptance (Q3 2026)
Sep-19	[$WAVE ] Turning Buzzwords into Free Cash Flow
Sep-16	Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?
Sep-12	[$APG & $FTC] Priced for a Perfection That Doesn’t Exist
Sep-09	BN;CL #2: Bitcoin, Strategy Inc. ($MSTR) and Gaming
Sep-05	Smart Organic AD $SO – Deliciously Priced
Sep-03	Getting the Most Out of The Hermit (A 20-Minute Guide)

Exponential View
Oct-05	📈 Monday data: More AI, more justice?
Oct-04	🔮 The transition is hiding in plain sight #604
Oct-03	🔮 Quick weekend reads: the big AI questions
Sep-29	🚨 The first existential IPO
Sep-28	📈 Monday data: Damming the slop floods
Sep-27	🔮 The pros and cons of collective AI #603
Sep-26	🔮 Safety in numbness
Sep-25	🤖 Your agent, whose interests?
Sep-21	📈 Monday data: More AI numbers, more clarity?
Sep-19	To err is human!