The Fortuitous Fed

Saylor's Strategy Treasury Back To Breakeven As Crypto Rips, StanChart Says $100k Bitcoin Year-End Call May Be 'Too Low' Markets are reminding investors that volatility has two sides in digital assets. As Standard Chartered's crypto guru, Geoffrey Kendrick, begins his latest note, we’ve been used to (earlier in 2026) prices falling sharply. Now we are starting to see (only starting) what happens when prices rise sharply. So far this week, Kendrick notes that we have mostly seen liquidation of short positions, as chart (source: Coinglass). In fact if I look at the full...

Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built Wall Street is largely on board with the nuclear bull case. But investor patience is thinning with an industry that is enjoying both political support and demand from deep-pocketed customers, yet still struggles to this day to get any projects actually started. We noted a similar sentiment with Barclay’s nuclear outlook, as investors increasingly want evidence of real delivery. New research from Jefferies and Bank of America echo similar verbiage (Professional subscribers can read the full notes here at our marketdesk.ai...

The Latest AI Developments In 60 Seconds As the tempo of AI newsflow approached the frenzied rollercoaster pace of geopolitical headlines during the biggest oil shock in decades, it's becoming easy to get lost in all the latest developments and drama surrounding OpenAI, Anthropic, Nvidia, government blacklists, the AI circle jerk, sentinent killer robots, and so on... To help readers keep on top of things, we are launching a brief AI news roundup, which should help you get up to speed in under 60 seconds.  Here are the four main things you...