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HomeTag: Atreides Management

Tag: Atreides Management

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Gavin Baker on AI Stock Selloff: Why the Data Still Looks Strong

Gavin Baker on AI Stock Selloff: Why the Data Still Looks Strong

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Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

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Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

AI Capex Boom: OpenAI and Anthropic Concentration Risk

AI Capex Boom: OpenAI and Anthropic Concentration Risk

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

CLARITY Act Stalls as SEC and CFTC Press Ahead

CLARITY Act Stalls as SEC and CFTC Press Ahead

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

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Why Mortgage Rates Hit a 2026 High—and What Iran, Oil and the Fed Mean for Homebuyers

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