Categories

7 pages

Macro-Analysis

AI's Bottleneck Really Is HBM, Not the GPU: But Bottlenecks Invite Workarounds

The Second Week of August in Review: AI Capital Moves to Wall Street, and Good News Starts Lasting Two Days

The U.S.-Japan Yen Intervention and FIMA: Did Lower Oil Unlock the August Macro Regime?

The Last Gate Is Macro Stability: Oil, Long Yields, and the Yen Carry Trade

July Earnings Season Wrap: AI Demand Was Confirmed, and Memory Pricing Became an Industry-Wide Cost

Rebound or Terminal? Eight Doubts, Seven Discriminators, and a 48-Hour Verdict

AI Fundamentals Are Solid, the Problem Is Rates, the Trigger Is Oil: The Transmission Path from Brent at $94 to Korean Memory