Why Aren’t Markets Freaking Out?

Attention Is All You Need #2: This Time Is Different

What can we learn from the 2007 Global Financial Crisis and the 1990’s dot-com bubble?

The stock market fetish

The most recent turmoil in the stock market caused by Donald Trump’s ill-considered policy to impose tariffs on the entire world, has brought up one legitimate question: what is the correct attitude towards stock market declines and crashes?

The Dead Economy Theory

We can laugh at them but we have to take this seriously

Opinion | Why the Stock Market Makes No Sense Right Now

It will always be saved.

The Quiet Rewiring of American Finance

Stablecoins, Treasury markets, and the most significant shift in financial infrastructure that almost nobody is discussing.

Why Only One Top Banker Went to Jail for the Financial Crisis (Published 2014)

The economic catastrophe of 2008 was the largest of its kind since the Depression. Who’s taking the fall?

Why the man behind 'The Hater's Guide to the AI Bubble' thinks Wall Street's hottest trade will go bust

Home - Financial Times

News, analysis and opinion from the Financial Times on the latest in markets, economics and politics

Issue 104 – World Tyranny Financial

As the Trump family’s crypto dealings raise more alarms, crypto enforcement is falling to new lows

Iran, prices, ICE, and Epstein are the biggest stories of 2026

In a new database of news headlines stretching back to 2016, I show Trump's midterm convention failed to change news agendas

The Value of Nothing: Capital versus Growth - American Affairs Journal

Throughout 2021, U.S. stock market valuations have hovered near all‑time highs. In June, the unadjusted price-to-earnings (P/E) ratio of the S&P 500 index eclipsed the tech boom record of 2000. Many other asset classes have attained, or nearly attained, record valuations as well. Stratospheric valuations may be partially attributable to the unique circumstances surrounding Covid-19...

Arnaud Bertrand on Twitter / X

After reflection, this new narrative by Palantir is probably much more consequential than people may assume.Palantir is basically being the canary in the coal mine announcing the death of two major assumptions propping up the US economy right now: 1) that AI labs will be able… https://t.co/oLRdkWe8nL— Arnaud Bertrand (@RnaudBertrand) July 3, 2026

Ways to think about token pricing — Benedict Evans

AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure?

Prediction Marketing

The prediction market boom is liquidity extraction before a liquidity crisis.