Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement
Concerns about the future of US equity exceptionalism and its potential impact on the global market, including discussions on the Deepseq model and...
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Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside
Happy Sunday, everyone, and welcome to our weekly editorial on all things macro. Everyone I’ve spoken to today has asked me, “How would you go...
474 Views
The Drill: The commoditization of AI is here
Let’s start with DeepSeek. The trajectory toward singularity may be accelerating faster than previously forecasted. With barriers to entry for AI...
544 Views
Inauguration, The Trump Trade & Building Smarter Portfolios with LLMs | The New Barbarians #004
Mark Connors, Christopher Rose, and Bill discuss market sell-offs, portfolio design, stablecoins, Bitcoin concentration, AI research tools, and...
503 Views
Rebuilding The US Physical Economy
The US infrastructure is in need of billions of dollars in investments to bring it up to speed, highlighted by the $1.1 trillion Infrastructure...
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