Commodities: Why They Are a Challenge for Investors
Uncertainty is pushing investors to consider commodities but playing them is not as easy as you think!
Read more...Uncertainty is pushing investors to consider commodities but playing them is not as easy as you think!
Read more...Looking at the significance, or not, of a record high in stock market margin debt.
Read more...Why the dollar and Treasuries have rallied despite the Liberation Day swoon and “debasement trade” patter.
Read more...AI is huge. But so is the hype, hocus-pocus deals, and piles of real money fortified by leverage that caused stock prices to explode.
Read more...A look at the increasingly expected AI bubble implosion and what the impact might be.
Read more...Why the AI, as in Artificial Information, bubble looks primed to pop soon despite it being a top bipartisan project in the US.
Read more...At these venture capital AI valuations, “exit hurdles become exceptionally large.” That translates into “Look out below!”
Read more...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?
Read more...A detailed analysis of the poor prospects for dollar hegemony and the forces that could trigger a sharp unwind.
Read more...Even a bastion of Republican support, CEOs, has soured on Trump’s economic policies, as the damage to regular citizens mounts.
Read more...Population control toys aren’t all that useful on the Eurasian Steppe.
Read more...What will stop these maniacs first? A popular revolt putting them in padded cells or Russian strikes?
Read more...Chanos looks at a broad range of investment hot topics, from cypto to AI, and sees vastly more speculation than value creation
Read more...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.
Read more...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
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