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The Daily Scuttlebutt

The Buyback Rally Lasted 24 Hours
Treasury doubled its bond buybacks and the 30-year gave the gain straight back. Plus memory contracts, an $11 trillion energy bill, and the first fall…
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Earnings Covered Up a Lot of Sins
Top investors on the 50% earnings quarter, why the bond market refuses to play along, and SanDisk locking up half its supply through 2028 — plus the…
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When AI Is Cheap, Where Do Investors See Value?
Top investors on the Fed's forward guidance, yen intervention, and Robinhood co-founder's plan for space AI data centers — plus why human trust commands…
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The Weekend Scuttlebutt
Jamie Dimon's $750B housing bet; PGA Tour CEO on golf after LIV; Berkshire's Q2 update; Wells Fargo's Strategist on semis vs. hyperscalers, the impact…
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Peak AI, the Gold Rush, and a $1.65T Debt Scare: Aswath Damodaran, Mohnish Pabrai, and Patrick Boyle on Where the Bubble Talk Breaks Down …
Plus Gavin Baker pressure-tests the AI selloff and GPU prices going vertical, Michael Green on how leverage blew up Aschenbrenner's fund, and James…
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A Roundup of 72 CEOs of Natural Resources/Mining Companies: Inside the 2026 Rule Symposium Lineup
Seabridge Gold on trading at 10% of a $30 billion NAV, Skeena rebuilding Eskay Creek into a $7B project, Vizsla Silver’s 400-million-ounce district…
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Travis Kalanick, David Friedberg, Walter Isaacson, Cathie Wood On Building In Stealth, California's Bankruptcy, Bottom 50%, Oil, AI…
Scuttlebutt from July 22
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Digest of 38 Interviews: 16 Fund Managers, 11 Execs & Founders, 5 Economists, 6 Analysts
Bill Ackman, Tyler Cowen, & execs of Anthropic, OpenAI, AMD, Boeing, Airbus, Honeywell, IMAX discuss private credit bubble, Kimi K3, AI race …
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Anduril's Palmer Luckey on Defense AI; Mohamed El-Erian on the AI Funding Gap; Peter Diamandis on Humanoid Robots, AI labs and SpaceX
Plus Niall Ferguson on Trump's Approval Puzzle & Democrats' Leftward Lurch; Patrick Boyle on crypto's 'great rotation' into AI; Caleb Hammer on…
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Fidelity veteran says AI malinvestment is 17x dot-com bubble, SK Hynix chairman on the memory supercycle, JP Morgan strategist debunks the…
NFL veteran is making sports investable for retail, financial historian on 300 years of financial advice that didn't work, Coinbase Vice Chairman on the…
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