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Anthropic's IPO against every giant IPO since Netscape
Revenue, cash and valuation at listing for Netscape, Google, Facebook, Alibaba, Arm and now Anthropic, on one chart.
AI · Investing · Macro · Geopolitics · History
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Two companies are 34% of America's earnings growth
Nvidia and Micron against the other 498. The last times earnings concentration got this narrow, and what followed.
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Boeing's fall, next to every other fallen champion
GE, IBM, Intel, Kodak and Boeing from their peak. How long dominance lasts and how fast it goes.
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Israel's election, priced by the markets
Netanyahu at 52% with $11M of bets a day. Prediction-market odds against the polls through every Israeli election since 2019.
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China wants ten-year DRAM contracts. Here's why.
Memory prices, capacity and who owns the fabs since 1990. The chip nobody talks about is the chokepoint.
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Prediction markets are eating the news
Polymarket and Kalshi volume by month, by category, against TV ratings and polling spend.
Coming
Brazil, the real, and every Latin American swing
What the currency did after each left-right turn in Brazil, Argentina, Chile and Mexico since 1990.