Category: Markets and Macro

Michael Burry is turning his skepticism about artificial intelligence into a direct line to investors, launching a paid newsletter that promises unfiltered commentary on what he sees as a speculative mania. I see the move as a way for one of the most closely watched contrarian investors to formalize his running critique of the AI…

Solana’s on-chain revenue has surged to an estimated 2.85 billion dollars over the past year, a figure that puts the network firmly in the same conversation as Ethereum on raw fee generation. That growth has revived a once-dismissed question: could Solana’s economic engine and user momentum be strong enough to overtake Ethereum’s lead as soon…

Markets are ending the year in a bruising mood, with equities swinging sharply and bond yields still elevated, yet gold has refused to buckle in the same way. Instead of joining the rout, the metal has largely held its ground, inviting a fresh look at whether it deserves a central spot in December portfolios that…

Ray Dalio is challenging one of the hedge fund industry’s most powerful trends, warning that the dominant “pod shop” model may be brilliant at generating returns today but poorly suited to surviving for decades. His skepticism lands at a moment when multi‑manager platforms are attracting capital at scale and reshaping how talent, risk and fees…

President Trump’s promise of $2,000 “tariff dividend” checks has landed with a thud in Washington, where budget analysts and even many Republicans see the idea as a fiscal mirage rather than a serious governing plan. The pitch is simple and politically potent, but once I walk through the math, the legal constraints, and the economic…

Alphabet’s market value is pressing against the $4 trillion threshold, turning a once-hypothetical milestone into a live trading question. The company’s surge, powered by artificial intelligence and reinforced by heavyweight institutional demand, has put a year-end finish line in sight, but not yet in the bag. I want to unpack how close the stock really…

Bitcoin’s blistering rally to fresh records has flipped into a sharp drawdown, erasing much of its year-to-date surge and forcing traders to ask whether the next decisive move is a deeper slide or a renewed breakout. The market is now coiled between technical support zones and lofty long-term forecasts, with some analysts eyeing a retest…

Advanced Micro Devices is enduring a sharp reset in investor expectations after a year of soaring hopes around artificial intelligence chips. The stock is on track for its steepest monthly slide in roughly three years as traders reassess how quickly AMD can turn ambitious product roadmaps into revenue and profit. I see a company still…

The American labor market is quietly approaching a stress test that will not stay confined to factories, job sites, or warehouses. As blue-collar work collides with artificial intelligence, demographic shifts, and chronic burnout, the pressure building on the trades is set to spill over into white-collar offices and digital-first careers. I see a breaking point…

Taiwan’s new president, Lai Ching-te, is sharpening the island’s message to Beijing by pairing blunt political warnings with a fresh pledge to pour an additional 40 billion US dollars into defense. His approach signals that Taipei intends to answer mounting military pressure not with concessions, but with a long-term plan to harden its defenses and…