What's Behind Last Week's Stock Market Drama

What's Behind Last Week's Stock Market Drama

Send us a textThis Monday was one of the worst days for global stock markets in years, Stocks in the US, Europe and Japan tanked on Friday and again on Monday before a partial rebound. Bond yields and foreign exchange rates swung around wildly too.The Magnificent seven stocks lost about $1 trillion dollars in value in just two days. So, what exactly is going on in markets, and how much should we worry?Patrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives F...

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The Social Reckoning That Wasn't

The Social Reckoning That Wasn't

Last month Meta agreed to pay up to $18 billion dollars to settle claims that it knowingly harmed teenagers — a number the press immediately called Big Tech's "tobacco moment." Wall Street responded b...

5 Syys 34min

Scott Bessent Is at War With Prices — and Prices Are Winning!

Scott Bessent Is at War With Prices — and Prices Are Winning!

Treasury Secretary Scott Bessent is trying to force down US Treasury yields with surprise bond buybacks — and it isn't working. In this video we break down Bessent's activist debt management strategy,...

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How Much Would an AI Crash Destroy?

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Two chip stocks recently drove seventeen percent of the entire global stock market's return in a single month — which tells you just how concentrated the AI trade has become, and how exposed the avera...

23 Elo 36min

The Hidden Risk in the US-Japan Yen Rescue

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15 Elo 31min

Does Leopold Have Situational Awareness?

Does Leopold Have Situational Awareness?

Last week, 24-year-old Leopold Aschenbrenner — former FTX staffer, ex-OpenAI researcher, and author of the viral 165-page essay "Situational Awareness" — managed to lose roughly two-thirds of his $45 ...

11 Elo 39min

Big Tech's Hidden Debt Problem

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Nikkei Asia recently reported that the five biggest US tech companies are carrying an estimated $1.65 trillion in "hidden," off-balance-sheet debt — and a lot of commentators have reached for the word...

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Where is Venezuela’s oil money?

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When the United States took control of Venezuela's oil exports in early 2026, it collected an estimated $13 billion in crude sales — but the official ledger in Caracas records almost none of it, and s...

27 Heinä 37min

The World's Best Stock Market Is Also Crashing!

The World's Best Stock Market Is Also Crashing!

South Korea has the best performing stock market in the world for the second year running — and it's also in the middle of one of the worst bear markets on earth. The KOSPI is down around 27% from its...

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