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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Burry warns 'history is repeating' as he flags Enron book
Stocks19d ago

Burry warns 'history is repeating' as he flags Enron book

The 'Big Short' investor posted a link to the Enron book on X, drawing parallels between the energy giant's fraud and current AI spending patterns.

Kinder Morgan, Phillips 66, HF Sinclair Finalize $5 Billion Pipeline JV
Commodities19d ago

Kinder Morgan, Phillips 66, HF Sinclair Finalize $5 Billion Pipeline JV

KMI, PSX, and DINO finalized a $5 billion, 1,300-mile refined products pipeline. Kinder Morgan contributed assets and $250 million cash for a 35.1% stake backed by 10-year take-or-pay contracts.

NYC City Council Probes Prediction Market Ads, Names Kalshi, Polymarket
Stocks19d ago

NYC City Council Probes Prediction Market Ads, Names Kalshi, Polymarket

Council Speaker Julie Menin sent letters to Kalshi, Polymarket, Coinbase, and Gemini Titan over allegations of deceptive marketing that pushes consumers toward bets on sports and politics.

project44 ARR Surges 34%, Splits Into Two Businesses
Stocks19d ago

project44 ARR Surges 34%, Splits Into Two Businesses

project44's shipper business grew new ARR 34% YoY and new logo ARR 67% in H1 FY27. The company also launched LSP44, an AI-native logistics service provider platform, and shipped a record 72 product enhancements.

Bitcoin Rises After July CPI Matches Wall Street Forecasts
Crypto19d ago

Bitcoin Rises After July CPI Matches Wall Street Forecasts

Bitcoin and other digital assets rose after the July CPI report matched expectations, with core inflation nearing 2.5%. The next CPI release is September 13.

Dollar Weakens After July CPI Cools; Oil Shock Looms
Forex19d ago

Dollar Weakens After July CPI Cools; Oil Shock Looms

July core CPI returned to 2.5% y/y, matching pre-war levels. The dollar weakened. August data will test whether the renewed oil surge feeds into inflation.

Standard Chartered JV Begins Hong Kong Dollar Stablecoin Rollout
Crypto19d ago

Standard Chartered JV Begins Hong Kong Dollar Stablecoin Rollout

Anchorpoint, backed by Standard Chartered, Animoca Brands and HKT, begins institutional rollout of HKDAP. HashKey and OSL are first distributors.

Sergey Brin Pours $102M Into Fight Against California Billionaire Tax
Stocks19d ago

Sergey Brin Pours $102M Into Fight Against California Billionaire Tax

Google co-founder Sergey Brin has donated $20 million more to defeat Proposition 40, a wealth tax that would cost him $13.3 billion. The November ballot measure pits billionaires against unions.

Cochin Shipyard delivers second HS EcoFreighter vessel to German firm
Stocks19d ago

Cochin Shipyard delivers second HS EcoFreighter vessel to German firm

Cochin Shipyard delivered the second of eight HS EcoFreighter multi-purpose vessels to German owner HS Schiffahrts. The ice-class vessel can carry heavy cargo, containers and dry bulk. Six more ships remain under the order.

Parliament panel flags ₹1,182 cr unspent in NIPUN Bharat school scheme
Stocks19d ago

Parliament panel flags ₹1,182 cr unspent in NIPUN Bharat school scheme

A parliamentary committee flagged ₹1,182 crore unspent in NIPUN Bharat, the Centre's flagship literacy programme, as fund utilisation gaps persisted across school education schemes including KGBVs and PM SHRI.

India Weighs Insurance Reforms to Rein in Healthcare Costs
Stocks19d ago

India Weighs Insurance Reforms to Rein in Healthcare Costs

India is weighing health insurance reforms including standardised rates and a national claims exchange to tackle 12% to 14% medical inflation. A panel is expected to deliver recommendations by year-end, sources said.

Elon Musk Says Money Won't Matter by 2036. Here's Why He's Wrong
Stocks19d ago

Elon Musk Says Money Won't Matter by 2036. Here's Why He's Wrong

Elon Musk says AI and robots will make money obsolete by 2036. The theory collapses on one point: a more productive economy needs money more, not less.

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