Topical

S&P500 Net Margins Soar (16.9%); Or Do They?

The AI Revolution Is Distorting Market Data. Take Care Not To Model The Wrong Numbers

23 hrs ago • James Emanuel

Data Centers Keep Wall Street Awake At Night

Americans Don't Want Data Centers In Their Backyard. Investors Don't Want Them On Their Balance Sheet. But Here We Are, Data Centers Appearing…

Jul 30 • James Emanuel

Stripe Acquiring PayPal? Why This? Why Now?

Is this the beginning of Consolidation in the Payments Sector?

Jul 17 • James Emanuel

Two Markets. Two Realities. One Reckoning.

Record-high equities, rising bond yields, geopolitical conflict and falling gold demand aren't supposed to coexist. Markets are pricing two completely…

Jul 14 • James Emanuel

3/3: Will Artificial Intelligence Take Your Job?

Media sensationalism says 'YES' - History and economics say, 'NO'.

Jun 17 • James Emanuel

2/3: GDP: Booming on Paper, Crumbling Everywhere Else

AI Is Breaking the Link Between Growth and Prosperity

Jun 17 • James Emanuel

1/3: Squeezed out of the Economy?

Why Workers Keep Losing Even When the Economy Grows

Jun 17 • James Emanuel

Are Stablecoins Truly Stable?

Three core principles underpin a functioning monetary system; Stablecoins fail all three.

Jun 11 • James Emanuel

The Stock Market Crash of 2027

How Three Mega-IPOs Could Break The Market: SpaceX, OpenAI & Anthropic

Jun 2 • James Emanuel, Polymath Investor, and Hugo Navarro

Is This The End Of The HyperScaler Bull Run?

Reading between the lines of Q1 Earnings from Alphabet, Microsoft, Meta and Amazon

May 1 • James Emanuel

The Toll-Bridge Economy: How Capitalism Turned from Growth to Extraction

The rich took the elevator, everyone else uses the stairs & fragility crept in the back door.

Apr 24 • James Emanuel

The Oil Market: A Ticking Time-Bomb

Backwardation Going Rogue & Why The Oil Market Needs Fixing Quickly

Apr 4 • James Emanuel

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