Market opinion and economic commentary with independent views on global finance and investing.
Trump Wants 50-Year Home Loans. The Math Is Absolutely Brutal—and the Hidden Consequences Are Even Worse It all started with a meme-style graphic on Truth Social back on November 8, 2025: FDR on the left credited with inventing the 30-year…
Michael Burry and the Cult of the One-Hit Wonder: Why We Still Chase Market Prophets On November 10, 2025, Michael Burry’s hedge fund, Scion Asset Management, officially deregistered with the U.S. Securities and Exchange Commission, stepping away from managing outside…
Sonder ($SOND) Chapter 7 Collapse: The Asset-Light Model Fails the End of Cheap Money Test The low-rate era minted hundreds of paper unicorns, but Sonder Holdings ($SOND) was supposed to be one of the few with real walls and doors.…
The End of an Era: Buffett’s Quiet Exit and the Vanishing Art of Patience Warren Buffett’s final, gradual withdrawal from the global stage is more than a change in leadership. We are looking ati a seismic cultural marker for finance—the…
Stimulus as Spectacle: The Populist Betrayal of Productivity Short-term cash, long-term cost: Why populist economics keeps selling the same dream — and why it always ends the same way. The Promise That Sells Itself When a president promises to hand…
The Macroeconomic Case for Dedicated Exposure to Central Europe’s Leading Economy For years, investors have spoke of Europe’s “two-speed economy” — the industrial core led by Germany, and the periphery struggling to keep up. Yet in 2025, that divide has…
The AI Market’s Reality Check After a stellar run in 2025, Palantir Technologies (PLTR) faced a sharp 7% post-earnings drop, shaking confidence across global markets. The sell-off didn’t stop at U.S. tech—it rippled through Europe and Asia, fueling talk of…
Markets were supposed to get smarter. With AI copilots summarizing speeches, alt-data scraping satellites, and dashboards lighting up in real time, investors finally had everything they’d ever wanted: instant knowledge. But in 2025, the smartest markets often act the dumbest.…
Markets don’t seem anxious about what the Federal Reserve will do today. They’re anxious about how Jerome Powell will explain it. Futures have been signaling a rate cut for weeks, and investors see the move as a near certainty.But in…
Japan’s New Prime Minister and the Market Crossroads: How Sanae Takaichi Could Redefine the Economy in 2025 Japan new prime minister economy faces a defining moment as Sanae Takaichi becomes the country’s first female leader. Her arrival comes just as…
