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Is It Time to Go Fishing?

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China’s New Rare Earths Move

Trump and Xi meet Thursday. The market’s eyes are on bonds, oil and rates. Meanwhile a Chinese state group is circling a shareholder sitting on the register of America’s own rare earths champion.

Maybe Apple is Right

AI is becoming more capable. But that doesn’t guarantee returns for those building ever-taller towers. New research points to a future where intelligence runs locally — and Apple could be well placed.

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Commodities

Investment ideas from the Edge of the Bell Curve to your inbox

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Technology

Maybe Apple is Right

AI is becoming more capable. But that doesn’t guarantee returns for those building ever-taller towers. New research points to a future where intelligence runs locally — and Apple could be well placed.

The Black Box Problem

The AI labs have asked to be slowed down. Critics call it regulatory capture. The truth is somewhere in between. A black box forming inside the newest models is why this matters now.

Small Caps

China’s New Rare Earths Move

Trump and Xi meet Thursday. The market’s eyes are on bonds, oil and rates. Meanwhile a Chinese state group is circling a shareholder sitting on the register of America’s own rare earths champion.

Investment ideas from the Edge of the Bell Curve to your inbox

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Market Analysis

Is It Time to Go Fishing?

With US bond yields rising and the 10-year yield reaching a level last seen in 2007, Charlie and I step back to examine the 40-year cycle in interest rates and what bear flattening of the yield curve has meant for stocks.

Nvidia Keeps the Party Going

Nvidia has done it again, delivering another blockbuster result and keeping animal spirits alive. But the strength is spreading well beyond AI. Beaten-up SaaS stocks are bouncing back from the SaaSpocalypse, while uranium, zinc, copper, gold and silver are all attracting serious buying.

Macro

Let Her Rip

Two years ago, Trump’s economic whisperer co-wrote a paper accusing party politics of running stimulus into an election. This week, Treasury reached for the exact tool he described. The same paper warns what’s next.

Worst. Budget. Ever

Worst. Budget. Ever. I really don’t know where to start with this one. It is so bad for this country that it’s hard to fathom. So let me start with the positives…

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