Robert Chen's articles
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Capital Rotation Accelerates Following January Wholesale Inflation Print
An unexpected acceleration in January wholesale prices triggered a broad equity sell-off Friday as capital rotated out of technology and financial sectors.
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Capital Concentration in the 840 Billion OpenAI Funding Deal
OpenAI secures 110 billion from Amazon Nvidia and SoftBank ahead of its initial public offering. An analysis of capital flows and infrastructure monopolies.
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Market Discipline Returns As AI Efficiency Turns Into Fear
Dow futures slip as Block's 40% staff cut signals AI labor disruption. Nvidia beats earnings but stock slides, marking a rotation to value.
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The Six Percent Illusion And The Reality Of Locked Housing Inventory
The 30-year mortgage rate has dipped below 6%, but structural supply deficits and the 'rate-lock' effect prevent a genuine market recovery.
business