Weekly Notes — June 6, 2026
This week the AI rally finally took a real punch to the gut which it does from time to time. The priced-in lesson we have discussed on this site scaled all the way up from individual stocks to the whole…
Weekly Notes
Weekly Notes — May 30, 2026
This week the AI rally got bigger, the rules from last week kept proving themselves, and the Cerebras story I started telling last Saturday continued in a way worth watching. Three items, all connected. Let’s get into it. 1. The…
Weekly Notes — May 23, 2026
Welcome to Weekly Notes. This is the first one, so a quick word on what it is. Once a week — Saturdays — I’ll pull together a couple of things that caught my eye in money and markets, and try…
