12 Sep 2025
The Economist cover page this week
Peak AI spending growth???
12 Sep 2025
The Fed is in command
1. Stocks: all-time high, 2. Home Prices: all-time high, 3. Bitcoin: all-time high, 4. Gold: all-time high, 5. Money Supply: all-time high, 6. National Debt: all-time high, 7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target", 8. Fed: cutting interest rates next week. Source: Charlie Bilello
11 Sep 2025
Elon Musk has lost his title as the world's richest person to Larry Ellison, the co-founder of Oracle and an ally of US President Donald Trump
Ellison's wealth surged to $393bn (£290bn) on Wednesday morning, surpassing Musk's $385bn (£284bn), according to the Bloomberg Billionaires Index. Source : bloomberg
11 Sep 2025
Real estate has held its spot as America’s favorite long-term investment for the 12th year in a row, ahead of stocks, gold, and savings accounts
Source : pacaso, chartr
11 Sep 2025
Returns on new technology indexes peak
Source: BofA
11 Sep 2025
Should we consider this as a leading indicator?
Sotheby’s revenue from commissions and fees on sales fell -18% Profit before tax at Sotheby’s Holdings UK fell -21% Source: The Coastal Journal
11 Sep 2025
Hope you all kept your kids' Pokemon cards...
Source: WSJ
11 Sep 2025
Consensus is for cuts with no recession
Source: Goldman Sachs
