Category Archives: Investment outlook

“AI Makes Past Hype Cycles Look Tame”: PitchBook on the Stunning Venture Capital Mania for AI

At these venture capital AI valuations, “exit hurdles become exceptionally large.” That translates into “Look out below!”

What Slowdown? Q2 GDP Growth Revised Up to Hot Zone of 3.8%, Stronger Consumer Spending & Private Fixed Investment

The second upward revision of GDP is a headscratcher in light of other data and on the ground reports. Can readers help make sense of this?

The Dollar: Ripples Presaging a Financial Tsunami

A detailed analysis of the poor prospects for dollar hegemony and the forces that could trigger a sharp unwind.

Quelle Surprise! CEOs Overwhelmingly Negative on Trump’s Economic Policies as Shallow Fed Rate Cut Confirms Stagflation Worries

Even a bastion of Republican support, CEOs, has soured on Trump’s economic policies, as the damage to regular citizens mounts.

Is Europe Preparing for War Against Russia or Against Own Populations?

Population control toys aren’t all that useful on the Eurasian Steppe.

Farcical Visions of Competitiveness in the EU

What will stop these maniacs first? A popular revolt putting them in padded cells or Russian strikes?

Jim Chanos on Crypto, AI, Dodgy Statistics, and Casino Capitalism

Chanos looks at a broad range of investment hot topics, from cypto to AI, and sees vastly more speculation than value creation

Trump’s Intel Deal: Knowing the Price of Everything, and the Value of Nothing

Why the Intel deal is a so far small negative for the chip-maker, but still gets Team Trump tar-babied to the low likelihood of a turnaround.

Powell Tap Dances on Interest Rate Outlook as Stagflation Starts to Kick In

Powell threw Mr. Market and Trump a bone by hinting the Fed might cut rates in Sept. But the Fed lacks good options with stagflation looming

As Tariffs Bite and Jobs Stall, New Interactive Tool Tracks How Much Trump and GOP Are Raising the Cost of Living

As Trump’s new tariffs are about to squeeze American wallets even harder, a new tool helps keep track of the damage.

CEOs Celebrate Even Bigger Wins in Class Warfare via Cutting Employment

CEOs are not just looting their companies but now the broader economy with the intensity of their headcount cutting.

Fed’s Rates Not Restrictive for Markets. Financial Conditions Ultra-Loose. Manias Form, Margin Debt Blows Out, Junk Bonds Party in La-La-Land

Despite the Fed depicting its current rate policy as restrictive, manic pricing in many financial markets says otherwise.

Financial Times and Stanford Business School Describe How Private Equity Investors Like CalPERS Act Like the Dumb Money They Are

More on how private equity investors like CalPERS willingly go along with their victimization.

“How Much Longer Can We Trust Our Economic Statistics?”

Trump budget whackage will further degrade the quality of official statistics. And that really does matter.

Why Inflation Sticks Around: The Role of Class Warfare in Price Persistence

A new twist on inflation: how workers and corporates trying to preserve their financial position has the effect of perpetuating inflation