Equity Supply at $600B and Nvidia's AI Chip Dominance
Wall Street is sizing up two very different things this week. One is a fresh estimate of how much new stock will hit the US market in 2026. The other …
Read ArticlePlatform Engineering, Cloud Costs, and the Rates Backdrop
Three slow stories are still doing most of the heavy lifting in 2026. Engineering tools are quietly …
Read ArticleStellantis Leapmotor Plan and the Chips Versus Missiles Trade
Two stories crossed the wires on the same day and they describe the same world from opposite ends. …
Read ArticleNvidia Earnings, Quantum Funding, and Market Jitters
Nvidia met every expectation Wall Street set, and the stock barely moved. That tells you more about …
Read ArticleGilt Rally, JPMorgan PE Risk Transfer, and Nvidia's AI Capex
Friday gave markets three stories that fit together better than they look. UK gilts had their best …
Read ArticleEconomic Lessons for 2025 and Beyond
We have spent weeks talking about economics — from broken windows to inflation, from tariffs to rent …
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