Who knows, maybe it’ll be good for stocks … for a while. At last, the likely water-carrier for President Trump’s preferred, more pliant Federal Reserve has a name: Kevin Hassett, director of the White House National Economic Council. Like Stephen Miran—whom the White House air-dropped into the Fed just days before September’s vote, and who […]
Author Archives: Jason Kelly
Bitcoin’s Rout Explained (Until Tomorrow)
Selling is “flows,” rising is “adoption,” and the blockchain remains a glorified spreadsheet with mood swings. Bitcoin slipped under $90,000 yesterday, losing more than 4% in early US trading hours. It’s down about 30% since October 5. According to K33 Research, the analytical arm of Nordic digital-assets broker K33, this drop ranks as one of […]
Posted in Neatest Little Guide
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The AI Bubble Popped — Again?
Don’t forget the existence of standard volatility. Stocks had themselves a little swoon yesterday. With all the AI bubble talk going back a few months, if not to the Fourth of July — of 2024 — anything so much as a wheeze downward elicits a “Thar she blows!” eruption… _________________ Free subscribers get headlines. Paid […]
Posted in Market Reports
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No, Starbucks Isn’t Fleeing China
Selling a majority stake to locals looks smart. Starbucks (SBUX $85 -7% YTD) announced last week that it would sell up to 60% of its China retail operation to Boyu Capital for a cool $4B. Cue the familiar chorus: One more American icon fed into the dragon’s maw. The China-Century crowd warmed up its vocal […]
Posted in Neatest Little Guide
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What? Valuations Matter?
Market Report for Tuesday, November 4, 2025 Stocks grew weary of the penthouse view on Tuesday and took the down escalator to a lounge just below the Louis Roederer floor. Among the relocators were Wall Street CEOs, muttering into their martinis about overvaluation. Level Change 11/4/25 (%) – – – – – – – – […]
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