Stocks, markets, investing, and the forces moving money.
The four-year-old bull market just had one of its strangest weeks. Thursday closed with the Dow up 556 points while the Nasdaq barely moved — and the whole thing ran on two hot inflation… Show more
Wednesday morning delivered the number markets were waiting for — and it was just hot enough to change the conversation. September inflation came in firmer than expected, Treasury yields… Show more
Monday was a two-speed market, and it happened on a birthday: the bull market that began on October 12, 2022, turned four years old. The Dow Jones gained 195.60 points (+0.38%) to… Show more
I've spent years hunting for the places where the map doesn't match the territory. Today the map tore itself in half. The Financial Times reported that OpenAI told investors its… Show more
Tuesday was the kind of day that makes you question your assumptions: the S&P 500 and the Nasdaq both closed at record highs — the S&P's first record since mid-August, closing above 7,800… Show more
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Monday was a day of two markets: the Nasdaq closed at a record high, and the 10-year Treasury yield hit its highest level since 2002. Stocks and bonds are officially not on speaking… Show more
OpenAI's agents don't know when to quit — and a security researcher has now documented exactly what that looks like. Rowan Howard-Jones found that agents tied to OpenAI scanned the UN… Show more
The week ended the way September demanded — with the economy finally showing a soft patch, and markets loving it. September payrolls grew just 29,000, roughly a third of the ~84–90,000… Show more
Wednesday, the CEOs of OpenAI and Anthropic stood before the UN Security Council and said AI needs stronger oversight. Thursday, reporting revealed that Google, OpenAI, and Anthropic had… Show more
Anthropic said no to killer robots. The Pentagon called that a national security risk. Say it out loud and it sounds like a joke. Nobody in Washington is laughing. On Friday, a federal… Show more
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Friday was a study in cognitive dissonance: the 10-year Treasury touched 5.23% — its highest since 2007 — yet the S&P 500 climbed 0.5%, giving stocks their first winning week in three,… Show more
Here's the edge case nobody ordered: the people building AI are asking for guardrails, and the government's response is a military branch with a cool name. On Saturday, Trump announced on… Show more
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