What To Focus on in Europe (Well Actually Geopolitics Again) This Week – An Update on the Situations in Greenland and Iran Jacob Funk Kirkegaard January 16, 2026 3:52 PM
22V Afternoon Shoot Around: China Outlook, Treasury Diversification, First Horizon Earnings, and Homebuilders Trade Dennis DeBusschere January 16, 2026 1:51 PM
Very Timely Homebuilder Hedge Trade Idea Ahead of Several Key Earnings Jeff Jacobson January 16, 2026 9:16 AM
AI Power Constraints + Risk of Treasuries NOT Diversifying Risk Dennis DeBusschere January 16, 2026 8:57 AM
Software Working Worst and Insurance Working Best Within AI Dennis DeBusschere January 15, 2026 4:19 PM
Edelberg finds more workers but also a more steeply negative second derivative in potential employment Gerard MacDonell January 15, 2026 2:17 PM
