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Software gets broader, semis get narrower next year, says Hedgeye portfolio manager
14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…
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"It's largely a convenient boogeyman": former DOJ antitrust chief on AI and China
16 arguments: why he says the labs want permission to stop spending, what "robot jail" for AI agents would mean, and why the Apple case is still live
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Getting a kilogram to orbit went from $18,700 to about $150, says Baron Capital's CEO
12 numbers: The $71B his firm has made clients and the $30B of it that came from Musk, the 100,000-satellite Starlink plan he values at $14T, and why he…
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Life360 founder: going public stops the worst decisions and the generational bets too
17 lessons: Why he listed in Sydney before Nasdaq, the freemium bet he says made the app impossible to disrupt, and why he thinks almost nobody actually…
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BofA's strategists: over 80% of clients say Warsh's communications are ineffective
13 calls: why the desk is sticking at 75bps against a market pricing 90, what the Taylor rule says the funds rate should be today, and why the buyback…
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Harry First: The government asked to break up Google without naming a buyer
8 arguments: Why the Chrome case was always the weaker one, what a senior Justice Department official signaled about an appeal, and why Europe won't…
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Jack Pitcher: What the Rollerkospi did to Korea's leveraged retail ants, and why buying the country index is really a bet on two chipmakers…
A sound engineer put his severance into the index and lost almost half of it in a week, the Kospi is still far below its peak, and how to buy a…
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Susan Kare: how an art history PhD got the Macintosh job, the bomb icon that scared a customer into calling Apple, and Paul Rand's $100,000…
Why Steve Jobs told her not to buy Apple stock, where the command key symbol actually came from, and what a dollar gift shop taught her about what…
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Ed Zitron: The pale horses he is watching for, why OpenAI has become Microsoft's biggest liability, and the private credit damage he cannot…
Nvidia's five-customer problem, why he calls run-rate revenue a scam, what Josh Brown says AI already does inside his own firm, and the one thing that…
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