Monthly Archives: September 2026

Anthropic prepares to capitalize on gullible investors

When you look around the poker table and wonder who the sucker is, it’s you. This is not a financing event anymore. What’s really going on is people are unloading shares. They’re unloading shares on retail investors and on quick-flip … Continue reading →

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Remember, Treasury prices only fall (yields rise) until stocks collapse

Interest rates are a self-correcting mechanism, particularly in highly leveraged markets and economies. Lance Roberts and Michael Lebowitz explain the dynamics well in If Bonds Get Crushed, Stocks Will Get Crushed Even More: If Treasury yields continue significantly higher, stocks … Continue reading →

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DDB: Fed just lit a fuse

Higher input costs prompt higher interest rates until consumption falls out of necessity.  Central banks then ease, while risk markets race to the bottom and Treasury prices rally. The segment below offers some worthwhile facts and insights. Danielle DiMartino Booth, … Continue reading →

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