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European Equities Are Trouncing the S&P 500
European equities are outperforming US markets as the Fed decentralizes its structure, creating a new, ambiguous regime for capital allocators by moving away from explicit forward guidance.
An edition of Velocity Meter
Market Signals
Market intelligence, trading signals, and investment insights.
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44
briefings
published
published
Will China's Tech Shift Redefine Western Market Entry?
Global economics realign: technology leadership shifts, market dynamics upend, and Western markets face disinflation and labor changes amidst a fundamental tech and trade power shift.
How Is the Bond Market Driving 30-Year Treasury Yields?
The Fed is stepping back from explicit guidance, forcing markets to function with less hand-holding. This is a regime change from the post-2008 era.
Will China's Playbook Drive Oil to $200 and Reshape Global Money?
The market demands ROI from AI and faces rising costs from geopolitical shocks. China’s strategic plays might drive oil to $200 and redefine international…
The Market Lost Its Tolerance for Company Spending
The market's narrative is unraveling as persistent inflation and energy tightness clash with AI's promised productivity.
Man Group Ramps up AI Token Consumption by 86x
The investment landscape is shifting from broad AI enthusiasm to a sharp focus on its tangible costs and ROI.
S&P Trades at 21x Earnings, but EM Growth Is Just as Strong
The US is quietly rewriting the rules of capitalism by acting as an implicit guarantor for massive capital expenditures, particularly in AI infrastructure.
The AI Gold Rush Is Over, Now CFOs Demand ROI
The AI gold rush created a massive spending cycle, but now the bill is due. With memory costs soaring and CapEx expected to double.
2008 All Over Again? An AI Credit Event Is Looming
Equity markets are calm, but geopolitical "high-value pauses" reshape energy markets, and an AI credit crisis brews. This means your cost of capital is likely higher than it appears.
SpaceX Is Worth 10x Its Revenue — Why Investors Pay Up
SpaceX's soaring valuation, despite lower revenue, spotlights a new era where capital markets prioritize transformative potential over traditional financial metrics.
AI Boom Outpaces 2005 Housing Peak; CoreWeave's $10B Backlog
The AI boom is not just redefining markets; it's outstripping the 2005 housing peak and fueling CoreWeave's massive $10B backlog, signaling a dramatic shift in capital.
Brennan's 'flock' market, NVR's 62,000% gain, Iran's 441kg. Not a glitch.
The market's structural shift towards inelasticity, driven by price-insensitive passive flows.
AI's Impact on the Web: Micropayments, Digital Assets, and Geopolitical Shifts
Cloudflare's CEO Matthew Prince details how AI is strip-mining the internet, threatening content creators' revenue and pushing for new micropayment systems.
Economic Resilience, Inflation, and AI Drive Market Dynamics
The global economy is showing surprising resilience amidst persistent inflation and mechanical flows. AI continues to drive valuation discussions as markets recalibrate for a new economic regime.
74-Year Low Consumer Sentiment vs. Top 10% Spending
Consumer sentiment sits at a 74-year low, yet the top 10% continue spending, revealing a K-shaped recovery. Real growth and risk are re-evaluating.
The AI blind spot. $90 Brent crude and PIMCO’s credit warning.
The AI boom is masking unprecedented geopolitical turmoil, with capital shifting into energy, metals, and consumer staples. Brent crude above $90/barrel indicates sustained inflation.