Alarm bells for Scott Bessent?!

If you still mix up the roles of CEO, CFO, and COO, you're not alone Here's the ultimate breakdown.

What’s the most important statistic in Saudi right now? My view: the current account slipping into deficit in 2024 Why does it matter? Because Saudi – usually a lender to the world – has now become a borrower, even with oil prices at $80 This new reality looks set to stay 1/5

Brilliant speech by Bessent. Listen and listen again. It's all there!

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Bessent’s speech: vague but doctrinal! It’s clear! Be aware!

What to do in a rangebound 2025 when risk premia for both equities and bonds are on the rise? Fortunately, there are many places to hide these days, namely in international equities and alts. Plus, it’s plausible that if the S&P 500 drops from here, it will provide a temporary

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OOPS! Morgan Stanley sees the Dollar falling ~10% on slowing US growth and amid continued uncertainty over Dollar's safe-haven status.

Enterprise AI won't happen any time soon, by Dave Friedman open.substack.com/pub/davefriedm…

Bull markets last around 4 years. We’re 2.5 years into this one.

The defining tech trends of this decade:

Themes stocks are back: 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $NBIS +69.93% (AH) $ALAB +13.02% $INOD +9.75% $CRDO +4.76% 𝗦𝗽𝗮𝗰𝗲 $PL +47.93% $RKLB +4.12% 𝗙𝗶𝗻𝗧𝗲𝗰𝗵 $HOOD +15.83% $HIPO +10.08% $LMND +5.43% 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 $APP +11.59% $LIF +10.35% $WAY +9.83%

The 3 Drivers of the AI Revolution 1. Compute: → Chips: $NVDA $TSM $AVGO $AMD $ASML $ARM → Storage: $MU $STX $PSTG $WDC → Networking: $CRDO $ALAB $RMBS $CIEN $ANET $CLS $VRT → Energy: $BE $TLN $VST $CEG $GEV $OKLO $SMR $LEU $NRG $AMSC $MPWR → Data Centers: $NBIS $CRWV

Focus on the leading stocks: Market Leaders $HOOD Robinhood $CRWV CoreWeave $RBLX Roblox $STX Seagate $PLTR Palantir $DB Deutsche Bank $INSM Insmed $NET Cloudflare $GEV GE Vernova $SE Sea $UI Ubiquiti $BABA Alibaba $ORCL Oracle $MU Micron $CVNA Carvana $SOFI SoFi $ALAB Astra

This is not a bubble!

Brookfield forecasts that Global Data Center Capacity will expand by 10x 🚀 Here are 15 companies driving this growth! Thread: 🧵

It's official: For the first time in 2025, the Fed just cut interest rates by 25 basis points and "blamed" a weaker labor market. Immediately after, the US Dollar fell to its weakest level since February 2022. What's coming next? Let us explain. (a thread)

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The golden ticket: