Staying Long Electrons — and the Things That Produce Them

Published on October 7, 2025

Powering intelligence: the molecules, metals, and markets behind AI.

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Fed Cut In Sight As Inflation Cools

October 7, 2025
Markets digested a quiet jobs Friday without the official payrolls report, but the signal from the other indicators was clear enough: the labor market is slowing at the margin but not falling off a cliff.

History Rhymes – Don't Forget It

October 7, 2025
No one, that we know of, is saying Artificial Intelligence (AI) isn’t an amazing new technology that will have an important impact on life, investing, and the economy.