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David Rubenstein: paying more interest than defense is how a country weakens
13 insights: What the $40T debt bill is already costing the Pentagon, why 19% of US adults cannot read past the 4th grade, and who owns the only Magna…
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Jeff Mortimer: 6% on the long Treasury is the level that pulls money out of stocks
9 calls: Why he thinks the bubble is in earnings rather than in multiples, what history says markets do in front of midterms, and the phrase he uses for…
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James McIntyre: Australia's developer collapse is a private credit problem
5 takeaways: Why floating-rate mortgages make Australia the fastest transmission of rate rises, what a 30 June valuation now misses, and why this will…
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Harry Dent: the average first crash out of a bubble is 46% in less than 3 months
9 predictions: Why he thinks housing falls harder than stocks, what 17 years and $31T of stimulus actually bought, and the one asset he says goes up…
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Derek Decloet: Canadians are preparing for the USMCA to simply expire in 2036
9 insights: Why Europe has been so receptive to Carney's overtures, what Canada can sell Europe that Washington also wants, and where the tariff fight…
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Seawolf's co-founders: 70% of hyperscaler AI revenue comes from Anthropic and OpenAI
12 takeaways: Why Porter Collins has never held more conviction in gold, how the multi-manager pods made shorting almost impossible, and the mystery…
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Mark Carney: global investors are underweight Canada, not even market weight
9 takeaways: Why he wants a technology stability board for AI, what Canada will and won't concede to Trump, and the 150 billion euro European defense…
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Wall Street Unplugged: the Fed's target is 2%, and PPI just hit 5.4%
8 takeaways: why diesel, not crude, is the number to watch, the math behind a 5.9% 10-year, and the stop-loss rule they say matters more than being…
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Ben Snider: AI spending already drives about half of S&P 500 earnings growth
4 calls: Why he's not worried about yields as long as earnings hold, where he's telling clients to diversify right now, and why only 2% of companies are…
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Cameron Dawson: the market may already be pricing in peak earnings growth
10 calls: why Mag 7's breadth is hiding a broken market underneath, the "price leads data" signal she's watching for a top, and the one thing that could…
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Alberto Gallo: Andromeda is short the managers, the insurers and the data centers
9 takeaways: why he thinks hyperscalers need to double their revenue to break even, the Jenga tower private credit sits on top of, and the iceberg he…
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Gary Cohn: consumer polling is deeply negative, the real data isn't
3 calls: Why he says fear isn't showing up in spending, how banks are already repricing loans in real time, and what Bessent is really trying to do to…
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