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AI is likewise becoming one big short correlation trade...
Zerohedge Debates
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine

...markets reconcile ambition with economic scarcity...

How high can we push valuations before something snaps violently?

AI is unpopular, inflation is unpopular... Unfortunately for markets, a policy response to either or both issues may result in…

Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…

A basic supply-and-demand question: where will the money come from?

OpenAi and Anthropic are about to go nuclear against each other, while China watches from the sidelines knowing it will soon…