THE OBSERVATORY

The FINBEAR archive of readings

Since 2021, hundreds of texts have crossed markets, energy, Europe, technology, war, money, climate, artificial intelligence and culture with one recurring question: cui prodest? It is not a pose. It is method.

Here the official narrative is neither accepted nor rejected on principle: it is interrogated. A chart can tell the truth and hide the essential. A statement can be accurate and still serve an interest. A crisis can be narrated as an emergency while it transfers power, capital and responsibility from one side of the table to the other.

That is why Taleb can sit beside an epistle in Latin, the ETS beside European deindustrialisation, AI beside chips, the Fed beside geopolitics. The subjects change; the inquiry does not.

Who gains? Who pays? Who decides? Who tells the story? And what is missing from the version everyone repeats?

This is not a feed of bulletins. It is a library of analysis, methodical suspicion and long memory. Browse it. Then judge for yourself.

8 publications · tag nvidia-en · reset
RADAR PRO ELITE™ FINBEARWall Street sell-off: the bill for the election toast comes due, Nasdaq-100 −6%, worst day since 2020On Thursday the bill for Wall Street's election toast comes due, with interest: the S&P 500 loses 4.36%, the Nasdaq-100 6.36%, its...6 Nov 2026RADAR PRO ELITE™ FINBEARIntel stock falls 28.58%: Black Friday for chips, its worst day since 1974, and SpaceX drops below its IPO priceOn Friday Intel closes down 28.58%, its worst day since 1974, after guiding the current quarter below expectations. The semiconductor index loses...2 Nov 2026RADAR PRO ELITE™ FINBEARChips pay AI’s bill: −6.72% in a day, and Huang admits the capital to finance it is scarceOn Thursday Wall Street handed the bill for artificial intelligence to its suppliers: the semiconductor index fell 6.72%, its worst session since...23 Oct 2026RADAR FINBEARNvidia authorizes $150 billion in buybacks as chips slide: the pick-and-shovel seller is now lending to the minersNvidia is adding $150 billion to its share repurchase program on the day the rest of the chip sector slid on fears...29 Sep 2026Deep Dives$635 Billion, a Drone, and a Blog PostFour companies are spending more than Argentina on AI chips. A drone in Qatar cripples the supply chain. A blog post wipes...4 Apr 2026RADAR FINBEARBrent at $107 and Macquarie Sees $200: the Strait of Hormuz Is the New Berlin Wall of MarketsThursday's session closed under broad-based pressure: S&P 500 shed 1.74%, Nasdaq sank 2.38% on converging fears of persistent inflation (OECD at 4.2%),...27 Mar 2026RADAR FINBEARThe Pentagon Wants $200 Billion, Super Micro’s Co-Founder Is in Handcuffs, and $5.7 Trillion in Options Expire Today: Welcome to the Cost PhaseRADAR DAILY™ FINBEAR — March 20, 2026 Markets enter Friday March 20 facing an explosive cocktail: the Iran-Israel war marks Nowruz with...20 Mar 2026RADAR FINBEARLarijani Killed, 100+ Missiles Fly, and the Market Bets on Peace: the Most Dangerous Divergence of 2026RADAR DAILY™ FINBEAR — March 18, 2026 📡 RADAR DAILY™ FINBEAR — March 18, 2026 📑 Index # Section Go 1 In...18 Mar 2026

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