Odd Lots

Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the world

16 insights: why he says 2% of companies report AI in their earnings, who actually pays for the 2028 Los Angeles Games, and why he says there is no M…

10 hrs ago • The Scuttlebutt

Global freedom has declined for 20 years, Odd Lots finds

14 arguments: Why the author of "The End of History" says agentic AI is the dangerous kind, what Wang Qishan took from Tocqueville, and where he thinks…

Sep 18 • The Scuttlebutt

Greg Brockman: the model that hacked Hugging Face had no alignment training yet

19 arguments: why OpenAI moved its safety work earlier into development, what its president says pacing does not cover, and the compute split he calls…

Sep 15 • The Scuttlebutt

Scott Glenn: Home Depot bought one $799 drill kit 4.2 times for each one sold

15 insights: Why passive RFID cannot work inside a steel warehouse, what stolen power tools resell for online, and the retail-crime bill now sitting…

Sep 12 • The Scuttlebutt

Adam Posen: Warsh's speech was a B-minus, and the Fed just guided itself into a hike

11 takeaways: Why he expects Fed funds 75bps to 100bps higher in 6 months, what breaks if the hike never comes, and the task force he says will surprise…

Sep 2 • The Scuttlebutt

Tom Barkin: the consumer is borrowing from the future, and AI's biggest mark on his district is political | Odd Lots

Why he says inflation is not heading in the wrong direction but is in the wrong place, what the dot plot does to the Fed's story, and the sailing…

Sep 1 • The Scuttlebutt

Austan Goolsbee: why he dissented on front-loading rate cuts, when data centers stop being one sector's story, and what would make policy…

The Chicago Fed president on R-star as his Sasquatch, the inflation run-up he splits two-thirds supply, the SEP forecasts he thinks cost credibility…

Aug 29 • The Scuttlebutt

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