CREATURES AND MACHINES – 4.11.26
Gamification | The Weekender 4.25.26
Welcome to the current issue of Weekender!
Read April 25th’s Weekender for our regular update on the S&P 500 and financial markets, which hit fresh record highs before pulling back modestly on the week.
Included in this issue is a look at the long game in Iran and the economic fallout from the Strait of Hormuz closure, a framework for the first-quarter earnings season, and a discussion of the carry trade unwind and the shifting case for emerging markets. Our feature explores gamification: from GameStop to Avis to the Allbirds-NewBird-AI fiasco, and what a 580% single-day move on a buzzword tells us about today’s markets.
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