


The Drill: The commoditization of AI is here
Our Thoughts on DeepSeek and the Commoditization of AI/GPUs, Plus Trump/Energy and Europe: Is This the Most Bullish Event in Years or a Problem for Nasdaq and NVIDIA? Let’s take a closer look. To read the full article, sign up for a 14-day FREE trial of the The Macro...
Macro Nugget: Growth focus after Trump’s first week
See link below! Here are the best charts on growth in 2025
Steno Signals #182 – Cutting Through the Trump Noise: A Massive Uniform Move Is Happening
There are (and will be) Trump headlines right, left and centre over the coming weeks. Trading macro is therefore all about being right on the core underlying macro trends and cutting out the policy noise! To read the full article, sign up for a 14-day FREE trial of...
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