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The Primary Market Machine Is Running at Full Speed f85deeae-fdcf-4995-a16f-5340b778887a
  • Business

The Primary Market Machine Is Running at Full Speed

Bull Bear Daily August 23, 2026
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can...
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Nvidia Is Circling the Inference Market Again 094e0622-a97b-467d-b49a-91530e0f06c2
  • Top News

Nvidia Is Circling the Inference Market Again

Bull Bear Daily August 22, 2026
The Rebellions talks are about inference dominance, a narrowed regulatory corridor, and a Korean government that already...
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The $40T Signal Gold Is Reading Correctly 53cf0532-4763-4c5f-b758-323aa6e4c025
  • Politics

The $40T Signal Gold Is Reading Correctly

Bull Bear Daily August 22, 2026
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
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The 20% Compute Tax Nobody Priced Into OpenAI 6d957c62-8e48-4634-ba81-890c74fe53fd
  • Business

The 20% Compute Tax Nobody Priced Into OpenAI

Bull Bear Daily August 21, 2026
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of...
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Warsh Says 2%. The 30-Year Says Prove It. a6e6e711-8fba-4c7e-b7a4-bd250e246fa7
  • Politics

Warsh Says 2%. The 30-Year Says Prove It.

Bull Bear Daily August 21, 2026
The Fed holds for a fifth straight meeting. The long end of the curve is running its...
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The Feedback Loop Bonds Cannot Escape 5e53e3d4-555d-4d01-9e31-baaf22316f66
  • Newsletters

The Feedback Loop Bonds Cannot Escape

Bull Bear Daily August 21, 2026
The $40 trillion headline is almost beside the point. What matters is the arithmetic underneath it, and...
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Five Dividend Fortresses for an Uncertain Market feaf2229-4ef4-4988-96d7-00247b2d670b
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Five Dividend Fortresses for an Uncertain Market

Bull Bear Daily August 20, 2026
When recession odds are debated and gold is near record highs, these five companies keep writing checks...
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The $514B Backlog vs. 3.6B Daily Users 72bd6bda-cc1d-4884-95cb-fa54f2a151e1
  • Economy

The $514B Backlog vs. 3.6B Daily Users

Bull Bear Daily August 20, 2026
Alphabet and Meta are both spending the most capital in their histories on AI. The asset that...
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Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding. 3d5f1f33-5914-4916-8176-c46229f1babb
  • Politics

Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.

Bull Bear Daily August 19, 2026
Q2 2026 shows AI infra surging, but ads keep shrinking.
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MU Trades at ~$806 After the Best Quarter in Its History. Amazon Reports July 30. Here’s Why the Two Are Inseparable. 0f40489c-9a11-4034-9be9-400dace45cc5-1
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MU Trades at ~$806 After the Best Quarter in Its History. Amazon Reports July 30. Here’s Why the Two Are Inseparable.

Bull Bear Daily August 19, 2026
Let’s start with the contradiction and work backward from it. Micron Technology just delivered what is, by...
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