The triumphalism is disconcerting...

Strategy acquired 1,587 Bitcoin for $100 million last week, lifting holdings to 846,842 BTC after raising $209 million through MSTR stock sales...

"Blended average of wage, diesel & commodity trends (mostly driven by diesel fuel cost up 60% y/y in May) imply the Food at Home CPI could accelerate..." 

“At the same time, foreclosure volumes remain well below historical norms, indicating that the housing market continues to show resilience despite these challenges...”

The trillion dollar question remains whether lower intelligence costs ultimately create more demand than they destroy pricing power...

"Despite recent optimism around a potential recovery in salty snacks, our analysis would suggest the category remains challenged. While tracked channel growth..." 

Kelley’s recent injunction smacks of judicial excess rather than measured review...

BofA says US labs likely to retain the lead in frontier capabilities while Chinese players gain share in lower-cost, high-volume use-cases...

The bigger risks haven’t gone anywhere...

Great work by Mayor Mamdani...

The biggest shift recently though has been the explosion in dispersion beneath the surface in the AI theme...

“The wind farm, located in New Mexico, has a total net summer generating capacity of 3,650 megawatts (MW) and is composed of 916 wind turbines,”

...historical pattern suggests that “everything rally” can fade into concentrated leadership following the initial impulse...

Oil and gas flows through the Strait of Hormuz may take months to recover even if the U.S.-Iran deal is finalized.

"The flow of traffic will take some time to improve due to mines in the strait."