Zerohedge Debates
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine
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...

The dominant framing of AI as a productivity story (supporting the rates outlook at points this year) is likely right on the…

Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...

It can be easy to forget just how dominant a stock Nvidia is...

Risks hiding in plain sight...

From Big Pharma’s long-awaited move into psychedelics to fresh cracks in the AI narrative…