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Dig, Baby, Dig Won't Solve AI's Power Shortage

Dig, Baby, Dig Won't Solve AI's Power Shortage

John Authers

Out of France, a Tale of Two Clichés

Out of France, a Tale of Two Clichés

John Authers

Japan’s Iron Maiden Needs to Fire Abe’s Last Arrow

Japan’s Iron Maiden Needs to Fire Abe’s Last Arrow

06.10.2025 20

John Authers

Shutdown Shrug — Markets Aren’t Missing the Government

Shutdown Shrug — Markets Aren’t Missing the Government

John Authers

Assume an AI Bubble. What Difference Would It Make?

Assume an AI Bubble. What Difference Would It Make?

01.10.2025 10

John Authers

Electronic Arts Buyout Is a Whole New Game

Electronic Arts Buyout Is a Whole New Game

30.09.2025 20

John Authers

From Tariffs to Troops, Markets Are Tuning Out the Noise

From Tariffs to Troops, Markets Are Tuning Out the Noise

29.09.2025 20

John Authers

Guns Versus Butter Debate Has a Clear Winner

Guns Versus Butter Debate Has a Clear Winner

John Authers

Gold’s Decade Shines Less Brightly for Stocks

Gold’s Decade Shines Less Brightly for Stocks

John Authers

The Dog That Didn’t Bark Holds a Clue to the Fed’s Path

John Authers

We’ll FOM See How Long the Risks Can Be Ignored

John Authers

To Be a Fly on the Wall at This Fed Meeting

16.09.2025 10

John Authers

A Big, Not-So-Beautiful Inflation Picture

John Authers

France Stalls the ECB’s Perfect Landing

12.09.2025 20

John Authers

Why Stocks Live in an Alternate Reality

10.09.2025 10

John Authers

Markets Are Wondering What It All Means

08.09.2025 10

John Authers

It’s Ncredible When a $140 Billion Fall Barely Hurts

28.08.2025 10

John Authers

Firing Cook Won’t Be Enough for What Trump Wants

27.08.2025 10

John Authers

The World Doesn’t Revolve Around the White House

26.08.2025 10

John Authers

Swan Song in the Rockies Makes Music for Markets

25.08.2025 10

John Authers

A New Front Opens in the Battle of the Fed

21.08.2025 20

John Authers

Powell’s Last Stand at Jackson Hole

20.08.2025 10

John Authers

AI Is Holding Up the Sky. The Rest Fell Back to Earth

John Authers

Whatever the Alaska Game Was, the Odds Didn’t Move

John Authers

Godfather of the Mar-a-Lago Accord Goes to the Fed

14.08.2025 10

John Authers

Nationalism Goes Better on Chips Than Nothing

John Authers

Tariff Derangement Syndrome Is Meeting Reality

14.08.2025 30

John Authers

Where Is Bessent Pulling These Rate Models From?

14.08.2025 50

John Authers

The Winning Stocks Always Rule — But Never Quite Like This

John Authers

Trump Wins a Second Chance for Smoot and Hawley

John Authers

Bananafication Is the New Exceptionalism

John Authers

Job Description — Find Better Numbers, or Else

John Authers

Now to See How the Fed Deals With All the Pressure

29.07.2025 10

John Authers

Trump Wins the Hulkamania Tariffs Brawl He Started

John Authers

Japan Just Caught Up With the Rest of the World

John Authers

The Cat, the Chairman, and the TACO

John Authers

Never Fully Beaten, Inflation Is Coming Back to Life

16.07.2025 10

John Authers

Bitcoin Flourishes as the Ancien Régime Falls

15.07.2025 10

John Authers

All the President's Men Are Coming After Powell

14.07.2025 30

John Authers

New Tariff Threats Should Be a Big Deal. They're Not

John Authers

50% Tariffs Are About Punishment, Not Trade

John Authers

Your Tariffs Are in the Mail, Sealed With a Diss

John Authers

Hindsight Capital’s Special First-Half Report

John Authers

If Anyone Needs Independence Day, It's the Fed

01.07.2025 30

John Authers

With a Weakening Dollar, It’s America Second

John Authers

The Market Is Getting Back to Ignoring Iran

28.06.2025 10

John Authers

Trump Doesn’t Always Chicken Out

23.06.2025 10

John Authers

War and Food Prices Could Heat Up Powell's Summer

19.06.2025 20

John Authers

Making Oil Gyrate Again, One Post at a Time

18.06.2025 10

John Authers

For Markets, the Israel-Iran War Is Already Over

John Authers