Do you really believe this is just like the 1970s? Because if you do, then Gold will start its historic rally next summer, and go on to hit over $23,000/oz by the end of the decade https://t.co/Asi3QGCXvL
Is $AMD overvalued now?
Goldman Sachs predicts AI-agent token usage will increase 24x by 2030.
Jensen Huang says inference will go up by a billion times.
Imagine $AMD CPU revenues in 2040 if agentic inference scales as predicted and GPU-to-CPU ratio turns from 8:1 to 1:8?
Appreciate making the @dailychartbook report last night. I've said this many times, but it is simply one of the best places to get 30 of the best charts each day. Every time I read it I learn something and get ideas.
Data for Hormuz Strait vessel traffic, updated every 30 minutes
To monitor Hormuz Strait vessel traffic updated every 30 minutes, 24-hour rolling, type TRHBTKCD Index <Go> and WSL SHIPPING <Go> in Bloomberg.
(via Torsten Slok of Apollo)
The killing of Alex Pretti is a heartbreaking tragedy. It should also be a wake-up call to every American, regardless of party, that many of our core values as a nation are increasingly under assault.
Presidents Bush and Obama should make a joint visit to military cemeteries in the UK, Canada, France, Poland, Denmark, etc to say "the America you remember remembers your friendship and sacrifice."
The S&P 500 is up more than 1% after the first 5 days of 2026.
Historically, when this happens, the full year is positive more than 87% of the time and up nearly 16% on average.
We might sound like a broken record, but this bull market is likely far from over.
I don’t understand why more people don’t use Google Gemini for stock research.
Not for tips.
Not for predictions.
But for thinking clearly before risking money.
Here are 10 detailed prompts I actually use 👇
That was just the highest quarterly close in the history of the Dow Jones Industrial Avg and the highest ever quarterly close in the history of the Dow Jones Transportation Avg. I went back and looked. Turns out these are not the types of things you normally see in downtrends...
Something not talked about enough is how the year 1971 broke the US economy forever
Here are 20 fascinating charts to show you what I mean
1. Productivity has skyrocketed while salaries have not moved at nearly the same pace.
December historically was always the strongest month, but it lost that title recently.
In fact, over the past 10 years, only September has been worse on average.