I've spent a lot of time talking to people who worry that America doesn't make enough things anymore. My latest podcast guest is a guy whose job is helping do something about it.
The US stock market has never been more dominant: US stock market capitalization is up to a record ~$81 trillion, now accounting for ~48% of global market cap.
More than $730 billion in market value has been erased across Asian equity markets today as AI and semiconductor stocks came under heavy selling pressure.
This is what most Tesla shareholders are still missing. Tesla/SpaceX/xAI have a massive advantage in power (natural gas turbines + solar + batteries + Virtual Power Plants).
It's margin debt, how much money investors are borrowing to buy stocks. Historically, the biggest warning sign hasn't been how high margin debt gets, but when its growth starts to reverse.
Elon Musk's SpaceX is set to begin trading on the Nasdaq under the ticker SPCX on Friday, officially joining the ranks of public Bitcoin treasury companies with 18,712 BTC worth roughly $1.29 billion, making it the eighth-largest corporate holder o
It started off with a bang: SpaceX IPOed on June 12 with an opening price of $150 on their first day of trade, well above the offering price of $135, and within two days, enterprising traders were ravenously bidding up 380 calls (expiring in just day
Earlier this week, we showed the unprecedented pace of hyperscaler Investment Grade debt accumulation, which according to Morgan Stanley calculations had doubled in just two quarters...