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Goldman Sachs

Anthropic

+12

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Apr 21, 2026

•

16 min read

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Plus: Warsh's $100M+ Druckenmiller fund, his Palantir and crypto holdings, why his AI productivity thesis could unlock rate cuts, and what this means for every ticker the family owns.

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AI

+6

The World Just Got a Second Oil Chokepoint. The Market Hasn't Priced It In.

Mar 30, 2026

•

8 min read

The World Just Got a Second Oil Chokepoint. The Market Hasn't Priced It In.

Dow in correction. S&P down five straight weeks. And now the Houthis are threatening the Gate of Tears.

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No Show Jobs

No Show Jobs

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