Why are hedge fund managers always bearish? The post Why Are Hedge Fund Managers Always Bearish? appeared first on A Wealth of Common Sense. ...

What is the structural cost of the IndiaAI Mission? MeitY's ₹4,563 crore allocation creates a ₹25,437 crore deficit for 100,000 GPUs. Analysis reveals how data egress fees legally lock MSMEs into…

An objective, deeply researched analysis of how the U.S.-Iran conflict and Strait of Hormuz disruptions are forcing India to rapidly allocate capital into biogas, nuclear, and clean energy…

OpenAI has argued that increased token efficiency on its GPT 5.5 model offsets higher prices—prices for it doubled versus its predecessor—especially on longer prompts. So, is that true?…

The Happy Bulimia Meal, comes with a themed barf bag.

The sudden shutdown of Spirit Airlines is sending shockwaves through the aviation industry, leaving airports, local economies and travelers scrambling to adjust to a rapidly changing air travel…

Why more North Sea, more LNG and new nuclear each fail the test of the unfolding 'release' phase

Back in 2000, the rule of thumb at Microsoft was that each employee needed to average roughly $600K in top-line revenue. Inflation adjusted, that is about $1.1M to $1.2M today. Microsoft was a…

The year was 1998. Titanic was still pulling people into theaters. Mark McGwire and Sammy Sosa were chasing Roger Maris’s home run record. And the Dow Jones Industrial Average had punched…

Moments ago, I was able to capture this screenshot of the S&P 500 stock market index sitting above 7,400 points, a record intra-day high, We still have a couple of hours left in the trading day,…

Here we go again with a broken record of unbelievable reports and suspect data.

There is a meme, and then there is what the meme actually marks. This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to…

Ed Zitron: Am I Meant To Be Impressed?. A detailed account of why you cannot trust anything tech companies say about the business side of AI, even in official SEC-sanctioned documents (because, of…

I worked with project managers at Micron in Boise. One of the PMs told me that Idaho made three chips: potato, wood, and computer. I suspect that it's tough to get reservations at the few fancy…

The doomer, burn-it-all-down subculture on this pathetic blog feels smug today with the latest jobs numbers. They suck. “So far, 2026 is a year to forget for the Canadian labour market,” say the…

Plus! Bugs; Layoffs; Trump Accounts and Social Security; Free Cash Flow; Market Efficiency

Airbnb reported +15% (FXN) revenue growth in 1Q’26 which was its highest topline growth over the last eight quarters. It is particularly impressive given the the backdrop of Iran war. Airbnb…

For a while, AI has been discussed mainly as a product story. Who has the best model? Who has the best assistant? Who has the best demo? Q1 2026 results suggest the discussion is shifting. In that…

Regardless of how long US President Donald Trump’s ill-advised war and today’s stagflationary conditions last, the long-run consequences will be profound. Fancying himself an absolute monarch, Trump…

The annual report does not specify what litigation(s) is/are responsible for most of that amount. A recent patent settlement could account for a large chunk of it.

In this week’s free newsletter, I explained how bad the circular AI economy is in the simplest-possible terms: Anthropic not have money to pay big cloud bills, because Anthropic company…

Carney’s Liberals are pondering privatizing airports. What would that do for us? Notice the slickness of Finance Minister François‑Philippe Champagne saying “it’s about…

Consolidation in the [[Data Engineering]] market is happening quickly. Tools from the [[Modern Data Stack]] get unified into bigger [[Data Platform|Data Platforms]]. This note highlights the latest…

Cory Doctorow has been doing important work as a technology critic and activist for decades […]

It’s been a while since I wrote about how economist Julian Simon’s theories don’t work. I last wrote about him in Some thoughts and responses to Julian Simon about six months ago. I…

    The paperback of “How NOT to Invest” drops this week; to celebrate, this whole week I am running various stories and excerpts about the book. This short, Beatles-related…

 Breaking the Single-Thread Barrier: How Firebird’s New Parallel Sort Changes Everything1. Introduction: The Multi-Core ParadoxThere is a specific economic and technical frustration well-known…

Lucan, Pharsalia 3.55-56 (tr. J.D. Duff): He knew that the causes of hatred and mainsprings of popularity are determined by the price of food. gnarus et irarum causas et summa favoris annona momenta…

Elon Musk Summoned to France to Face Criminal Charges – Wall Street Journal Toyota Issues Gloomy Guidance on Iran War – Wall Street Journal Tesla China posts 36% sales rise, as local…

Before you get too excited, NO, I’m not giving away any financial advice. However, whatever the global markets are doing right now doesn’t match the physical reality of the Iran war.…

Companies like Anthropic have one advantage in the world of SaaS. They're developing a product that serves their own Industry sector. This is a very rare situation and it's why most SaaS products…

Arm FQ4 26 – RSI curse. CoreWeave Q1 26 – Revenue per GW bomb

My end-of-week morning train WFH reads: • The Great $110 Trillion Wealth Transfer Won’t Happen Any Time Soon: Financial advisory firms like to talk about a looming event called “the great wealth…

The animated television show South Park has satirized many things over the years, but none more effectively than its creators' take on corporate business plans. Yes, we're talking about the…

I genuinely did not see this coming. Cloudflare has been building one of the more coherent AI developer platforms out there–Workers AI, AI Gateway, Vectorize, their edge inference stack–all sitting…

At a large enterprise I recently worked with, the board asked the Chief Digital Transformation Officer to develop an AI adoption strategy to drive innovation, growth, and cost efficiency. His…

This time it's Coinbase, PayPal, and Cloudflare who all cite AI as a primary driver. These companies are hurting real people....

The Colorado Department of Transportation says it will issue its detailed financial and operating plans for its Front Range rail proposal in June, but in the meantime it has published the service…

In a new report by Boston Consulting Group, they conclude that the CIO is now the most important role in a bank. Not long ago, the CIO was the person who kept the lights on and kept core systems…

Closing the Gap Between Data, Insight, and Action. Palantir, Databricks, Snowflake, and now Microsoft Fabric are often compared as if they solve the same problem. They don’t. Most organisations…

If you think the AI we use today is smart, fast, and accommodating, then you will want to read the McKinsey Quantum Technology Monitor published this week. It announces, in the sober language of…

My monthly column in the UK outlet, Middle East Eye: Can a nation remain on a permanent war footing and survive, even thrive? Israel is trying to find out. Although it has been in various conflicts…

So, when someone says that their taxable income is in the 35% tax rate bracket, they probably just mean that their last dollar earned is there. They’re only paying 35% on the taxable income that's…

eBay has updated how it charges Australian sellers. tl;dr: you can’t sell on eBay for free, despite their claims. “Free selling” announced eBay Australia sent an email back in…

Demis Hassabis recently mentioned the Jevons paradox, which occurs when increased efficiency in using a resource lowers its cost and then spikes demand enough that total consumption rises rather than…

Gee, I get another Tariff "I Told You So."

The company behind the Centurion Club and the Black Card, best known for a concierge service and charge cards without limits, and for turning the card in your wallet into a lifestyle choice, that…

The dog-named insurance unicorn built to protect startups from themselves just hit a $1.3B valuation. Then it launched 34 ETFs. Before dinner.

Second-game F2P economy design can lower pressure without flattening spend by selling identity, continuity, social value, and creator-driven attachment. The post The Second Game Strategy: Designing…