Bitcoin Below $70,000 Confirms Crypto Is Now a Rates Trade
With the dollar at a 19-month high and the 10-year yield above 5.1%, the sell-off is coming from macro, not crypto.
The AI retirement mistake I don’t want you to make
A note from our friends at The Oxford Club(ad) Dear Reader, Mitt Romney reportedly turned roughly $450,000 in retirement savings…
Bitcoin Slips Below $70,000 as the Dollar and Rates Bite
With DXY near a 19-month high and the 10-year around 5.1%, crypto’s slide looks like a macro move.
SOFI Is Down 36% While the CEO Buys. The Gap Is the Trade.
SoFi Technologies has delivered one of the more unusual financial stories of 2026: record results, quarter after quarter, inside a…
Anthropic Is Worth $1.4 Trillion on Paper. The $895 Billion Bill Comes Later.
Revenue is surging. The compute commitments that enable it are the real variable traders need to price.
150 years ago, they built a secret Europe…
A note from our friends at The Agora Companies(ad) Back in the 1860s, settlers from France, Italy, and Germany built…
Siemens Has a €143 Billion Backlog. The Market Still Prices It Like a European Also-Ran.
Record orders, record free cash flow, and a raised growth outlook put Europe’s largest industrial in a category the market has yet to price correctly.
JetBlue Is Up 40% This Month. That’s Why You Don’t Buy the Stock.
A stock that moves 40% in eleven days is not a stock you buy outright. It is a stock you…
Micron Is Down 42% With a December Report Coming
Revenue nearly quadrupled in fiscal 2026. The stock is priced for a cycle bust that the data don’t yet support.
The AI Bubble has started to crack…
A note from our friends at The Oxford Club(ad) The Shocking Truth about the AI Bubble In just 48 hours,…