Is MercadoLibre Finally Ready to Pay Off on Its Promise?
MercadoLibre grew revenue nearly 50% last year and still watched its stock fall 18%. The reason comes down to a single bet the company made on purpose, and whether it pays off depends on…
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Rich Duprey
‘I Could Build an Easy Case Against Meta:’ USC Researcher Ranks Which Big Tech Giant Dies First
A USC researcher who studies how tech giants fall has ranked Apple, Meta, Alphabet, and Amazon by how easy each is to bury, and the stock market has already started voting with its money.
The $2 Trillion Private-Credit Market Just Got Some Good News — but Its Biggest Test May Still Be Coming
Redemption queues at Blue Owl are finally shrinking, giving private credit bulls a reason to breathe again. But with the 10-year Treasury pushing past 5%, the real stress test for a $2 trillion market…
The Global Diesel Crisis Could Finally Get Some Relief From an Unexpected Source
Diesel just crossed $6.50 a gallon, and two emergency moves landed within hours of each other on opposite sides of the planet. One came from an old alliance under pressure, the other from a…
The Cost to Ship Oil Just Exploded 3,900% — and Americans Could End Up Paying for It
A tanker rate that barely registered in January just sent shockwaves through global energy markets, and the ripple effects could reach your gas tank, your grocery bill, and your investment portfolio before most Americans…
Medicare Is the Single Biggest Threat to America’s Fiscal Future
One government program quietly accounts for nearly half of America's long-term fiscal imbalance, and investors who ignore it are building portfolios on a foundation that assumes Washington's borrowing problem stays someone else's emergency.
Small Active Funds Are Losing Twice: Poor Beat Rates and Shrinking Assets
Active fund investors are caught in a squeeze where the funds least likely to beat their benchmarks are also the ones bleeding assets fastest, and a mutual fund structure makes the situation self-reinforcing in…
Jim Cramer Says He May Quit Amazon for the Rival That Jumped 24% in a Month
Jim Cramer shocked viewers by questioning his loyalty to Amazon on live television after watching a Meta AI demo, and the timing landed against a backdrop of sharply diverging stock moves that has Wall…
AI Is Burning Through More Money Than Any Technology Boom in History — Now Comes the Hard Part
Alphabet just posted a quarter where it spent more building AI than its entire business brought in as cash, and it is not alone. The bill for the biggest infrastructure bet in corporate history…
America Added Just 29,000 Jobs in September. Did the Fed Just Get Its First Warning That It Went Too Far?
The Federal Reserve raised rates in September to fight an energy-driven inflation spike, betting the labor market could handle the pressure. September's jobs report suggests that bet may have been wrong.
Amazon Wants to Move $8 Billion in Nvidia Chips Off Its Books. Is AI’s Financing Model Starting to Change?
Amazon is quietly restructuring who actually owns the AI hardware powering its data centers, and the investors taking the other side of that deal may not realize what depreciates fastest in Silicon Valley.
Broadcom’s Massive $42 Billion Chip-Buying Deal with Anthropic Raises Circular Financing Worries
Broadcom just agreed to lend billions to the same AI lab it sells chips to, lease equipment to, and may soon own a stake in. That four-way entanglement raises a question shareholders cannot yet…
Amazon Is Spending Another $1 Billion on AI Data Centers — But This Time, It’s Not Buying a Single GPU
Amazon just pledged over a billion dollars near its data centers without purchasing a single piece of hardware, and the reason reveals a threat to its $496 billion backlog that no amount of chips…
LNG Shipments Through Hormuz Just Hit a 7-Month High. Why the Global Energy Crisis Is Far From Over.
LNG tankers are slipping through the Strait of Hormuz again, but winter is arriving fast, Iran is watching, and the math on global energy supplies still looks brutal.
National Economic Advisor Says Trump ‘Won’t Inflate Our Way Out of Debt.’ Trump Says, Yes We Will.
Trump told Time that inflation will pay off the national debt very rapidly, while his own chief economic advisor flatly denied it. Bond markets are already placing their bet on which man is telling…
Is the AI Bull Market About to Crash? This Risk Indicator Is Saying Yes
Margin debt just hit a level that has historically preceded some of the worst market collapses in recent memory, and one closely watched risk indicator is now flashing a warning that most AI investors…
The AI Money Machine: 55% of Investment in AI Companies Comes From Other AI Companies
A major financial institution just mapped the hidden money loops running through the AI sector, and what they found raises serious questions about how real the demand driving this boom actually is.
Inflation’s Next Wave? A Critical U.S. Manufacturing Gauge Just Surged 10% Higher
Factory purchasing managers just sent a signal that the last stretch of falling inflation may be coming to an end, and the reason behind it traces straight back to what consumers are doing with…
Global Bond Selloff Pushes U.S. Treasury Yields to 24-Year Highs
Bond yields just hit levels unseen since 2002, and a weak jobs report that should have pushed them lower did the opposite. Three forces are quietly combining to make Washington's borrowing costs spiral in…
Jobless Claims Near a 57-Year Low, but Companies Still Aren’t Hiring
Unemployment claims just hit their lowest level since 1969, yet the September jobs report barely moved. Something in the labor market broke, and the break is quiet enough that most people have not noticed…