Odd Lots

For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized a... more

It’s an open secret that the Chinese government has engaged in a global campaign to ... more

The future is always tough to predict, but generally when it comes to inflation, a lot of ... more

We are rapidly entering a world in which there are odds on virtually everything. During th... more

Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard'... more

In less than three years, the amount of tokenized real-world assets has grown eightfold, t... more

This week has been a pretty wild one in markets. Some of the most popular trades of recent... more

The nomination of Kevin Warsh to be the next chair of the Federal Reserve obviously has bi... more

China's dominance of the rare earths market is well known. This not only creates potential... more

In the 90s, there was a lot of talk about how the Internet would be a liberalizing force i... more

Utilities analysts are having a moment as the energy sector gets a boost from AI. With an ... more

Trump has announced that former Fed Governor Kevin Warsh is going to be his nominee to suc... more

The big story this year is the surge in metals. And it's really all metals. The ultimate i... more

The Trump administration says it wants to kick start private investment in Venezuela now t... more

One of the mega-themes of the economy is that the big keep getting bigger. You see it in t... more

We talk all the time about private credit. And we increasingly talk about it from the pers... more

Earlier this week, we saw something unusual happen in markets. The S&P 500 fell 2%, US Tre... more

In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the ... more

One of the extraordinary elements of the civil unrest taking place in Iran is that it's al... more

One thing we can all agree on is that demand for energy, and in particular electricity, is... more

Even before Trump's victory in 2024, it was becoming clear that the Fed would come under p... more

For a long time, you could make plenty of money and sleep easy at night with a simple 60/4... more

In some sense, the arrest of Maduro is nothing unusual. For over 200 years, the US viewed ... more

There are a bunch of questions right now about the future of Venezuela, and one of the big... more

Venezuela is sitting on, by some measures, the biggest oil reserves in the world. And yet,... more

Every year, regional Federal Reserve banks host some of the most substantive — and u... more

When the Odd Lots team was down in Washington DC earlier this year, we had a phenomenal me... more