The Roaring '20s
Apr 26, 2026Everything is fine. In fact, everything is great, the party's just getting good! Except for the war and inflation and the debt. But let's just ignore that for now.
Michael DeLucia | 7 Minute Read Continue Reading →
The Signal in the Noise
Weekly market commentary.
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View All → Mar 15
Sinking Growth and the Great AI Cover-Up
The macro picture is getting ugly. We break down the latest GDP and CPI prints and discuss why tech executives are using AI as a convenient scapegoat.
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Mar 9
$100 Oil & Oracle Layoffs
Oil breaks $100 as Middle East tensions escalate and why Oracle retreating from its AI buildout should make you nervous
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Mar 1
Geopolitics Eclipses AI
War with Iran, and the cracks start to show in Private Credit
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Feb 22
The Tariff Fallout, Meta's Court Case, and Claude's Continued Rampage
From the Supreme Court's landmark tariff ruling to Claude's latest disruption, we break down a very newsworthy week in the markets.
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