Latest / Eurodollar University
ALERT: Did Anthropic Just Pop AI Bubble?
A leaked S-1 that filled in a lot of missing pieces. Maybe, for Anthropic and the AI bubble, too much. The upshot is...this time is never different. Plus, we really have to hope this sucker pops soon. Letting this thing go much longer risks much more than stocks.
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.