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When the AI Bubble Pops, Who Actually Goes Broke? It Probably Isn’t Who You Think
One appealing idea is spreading through the AI bear camp. The very…
Read MoreWhen the AI Bubble Pops, Who Actually Goes Broke? It Probably Isn’t Who You Think
The Bond Market Just Read the AI Prospectus. Equity Investors Should Too
For most of this cycle, the people setting the price of artificial…
One Laptop, $6.3 Billion: The Binance Heist and the Trust Problem Nobody Wants to Price
On the evening of October 29, the world’s largest crypto exchange lost…
The Real History of Money (Part 3): The Financial-Industrial Complex, the Digital Grid, and the Endgame of Fiat
Introduction: The Final Transition of the Global Capital Structure In Parts 1…
The Real History of Money (Part 2): Bretton Woods, the Petrodollar Accord, and the American Hegemony
Introduction: The Transatlantic Migration of Capital Power In Part 1 of this…
The Real History of Money (Part 1): From Goldsmith Frauds to the Imperial Triad
Introduction: Unveiling the Hidden Architecture of Money To understand why modern financial…
Watch the Crack, Not the Crude: Diesel Is the Price Steering Rates, the Yen and Risk Assets
Ask most investors what oil costs and they will read you a…
1971 Was Not a Coincidence: How Cutting the Dollar Loose From Gold Rewired Who Gets Rich
When the dollar was cut loose from gold in August 1971, the…
Goldman Cancelled the Lost Decade. The Bond Market Didn’t Get the Memo.
Bad forecasts are usually allowed to fade away quietly. Goldman Sachs did…
Five Years to Get Rich? The AI Panic Pitch Has the Data Half Right and the Trade Backwards
There is a new genre of finance video doing the rounds, and…
