Send us a text This episode analyze the high-stakes consideration of Kevin Hassett as the potential next Chair of the Federal Reserve, replacing Jerome Powell, whose term concludes in May. Hassett, a prominent Republican and current Director of the National Economic Council, is widely considered a frontrunner candidate who strongly advocates for lower interest rates and growth-focused economic policies, aligning with presidential objectives. His policy approach is characterized as deeply dovi...
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Send us a text This episode analyze the high-stakes consideration of Kevin Hassett as the potential next Chair of the Federal Reserve, replacing Jerome Powell, whose term concludes in May. Hassett, a prominent Republican and current Director of the National Economic Council, is widely considered a frontrunner candidate who strongly advocates for lower interest rates and growth-focused economic policies, aligning with presidential objectives. His policy approach is characterized as deeply dovi...
Oracle's AI Correction: Debt, Risk, and the 40% Plunge
Market Lens
1 minute
6 days ago
Oracle's AI Correction: Debt, Risk, and the 40% Plunge
Send us a text This episode provide a detailed analysis of the dramatic 40% plunge in Oracle's stock price between September and November 2025, which occurred despite the company reporting record fundamental strength driven by the Artificial Intelligence (AI) boom. The core paradox examined is that the massive $455 billion Remaining Performance Obligations (RPO) backlog, which initially triggered a stock surge, ultimately caused the correction by highlighting the immense capital expenditure (...
Market Lens
Send us a text This episode analyze the high-stakes consideration of Kevin Hassett as the potential next Chair of the Federal Reserve, replacing Jerome Powell, whose term concludes in May. Hassett, a prominent Republican and current Director of the National Economic Council, is widely considered a frontrunner candidate who strongly advocates for lower interest rates and growth-focused economic policies, aligning with presidential objectives. His policy approach is characterized as deeply dovi...
