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Apr 10
REMINDER - Points of Return is nominated for a Webby and voting closes Monday. Please vote for us, and many thanks!
Apr 5
Hello everyone! A year on from Liberation Day, this video explaining why "reciprocal" tariffs were nonsense has been nominated for a Webby. Please vote for it!
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Jun 10
Boing! Bouncing is what markets do best, writes @johnauthers. But the concentration underlying indexes is still looking dangerous bloomberg.com/opinion/newsle…
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Jun 9
Takaichi is seeing Japan's new normalcy slip away, @writes @johnauthers bloomberg.com/opinion/newsle…
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Jun 8
Stocks are suffering from altitude sickness, @johnauthers writes. The selloff shows they need to come down, quickly bloomberg.com/opinion/newsle…
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Jun 5
Morality is one thing, argues @johnauthers. Investing is another, and courage is acknowledging the difference bloomberg.com/opinion/articl…
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Jun 4
Vanguard can celebrate the va-va-VOOm of the world's first trillion-dollar ETF, writes @johnauthers. But there's a lesson in Magellan's fate bloomberg.com/opinion/newsle…
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The theme in energy markets in the 4th qtr of 2025 was the glut in crude inventory. No one is swimming in crude now as inventories continue to draw down. Chart courtesy of @johnauthers
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Jun 3
Geography is destiny, unless you're a tech stock, according to Napoleon and @johnauthers bloomberg.com/opinion/newsle…
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Jun 2
SpaceX and other mega-IPOs are challenging the final frontier:
bloomberg.com/opinion/newsle…
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Jun 1
This is very, very interesting, from @JanetLorin: Princeton University’s endowment is backtracking on its pledge to divest from publicly traded oil and gas companies, four years after it said it would exit such holdings as way to move toward a net-zero portfolio bloomberg.com/news/articles/…
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Let's see how convincing Kevin Warsh can be in the new era of the Fed Chair being less able to dictate the path of policy. Warsh's Dallas Fed Trimmed Mean PCE could support lower rates. The traditional Core PCE not so much. Chart courtesy of @johnauthers
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Jun 1
Beware of declaring 'mission accomplished.' @johnauthers writes that three months on, the Iran war has been a debacle, though stocks are euphoric bloomberg.com/opinion/newsle…
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May 30
Very cool to see the original research of one of my @williamandmary students highlighted in @johnauthers' latest column!
May 29
Pope Leo just took society's pulse on AI. Think of it as a crisis indicator too big to ignore bloomberg.com/opinion/articl…
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May 31
Why Britain’s Bond Market Is Sounding the Alarm youtu.be/WyBiaV-Aebg?si=8L3z… via @YouTube
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May 29
Pope Leo just took society's pulse on AI. Think of it as a crisis indicator too big to ignore bloomberg.com/opinion/articl…
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May 28
Markets aren't working as Trump's guardrail to get the Strait of Hormuz reopened, writes @johnauthers. It comes down to volatility bloomberg.com/opinion/newsle…
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May 27
Good bye and good luck to Lewes' finest. You'll be missed, Solly.
Local legend. 🐐
ALT Three pic solly graphic showing him celebrating against Liverpool in 2023. Great memories.
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May 27
Micron and SK Hynix are the latest to join the trillion-dollar club, which the boom in chips is making less exclusive, writes @johnauthers bloomberg.com/opinion/newsle…
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$UBS doubled its $MU price target yesterday, attracting widespread attention. The thesis: Micron appears cheap based on expected earnings from demand forecasts. Timing for additional supply remains uncertain, though it will eventually come online. Charts courtesy @johnauthers
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May 26
The pope gives a morality check to the forces driving AI and the threat of robot overlords, writes @johnauthers bloomberg.com/opinion/newsle…
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May 21
What's more exciting than Nvidia's 85% sales growth? For markets, @johnauthers says, it could be a SpaceX colony on Mars bloomberg.com/opinion/newsle…
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