7 Grey Swan Predictions

Ironically or not, the thread that binds all of these Grey Swan events is a reliance on debt at all levels of society and a consumer culture that favors short-term gratification. Political violence is just a f’d up way of expressing dissatisfaction with a culture that values material goods over some kind of weird spiritualism. Both of the assailants in New Orleans and in Las Vegas were military and in financial distress.

With Treasury yields at their highest levels in decades, bond investors are getting paid to wait for a potential market turning point.

Most people still use AI as little more than a search engine, but Big Tech is betting big that consumers are ready for something more…

Big Tech may have the money to build AI data centers, but it still needs voters and local governments to let them.

AI has the technology hype of 1999 and the capital intensity of 1929 — but the real risk may be hiding in the financing behind the boom.

With Treasury yields at their highest levels in decades, bond investors are getting paid to wait for a potential market turning point.

Most people still use AI as little more than a search engine, but Big Tech is betting big that consumers are ready for something more…

Big Tech may have the money to build AI data centers, but it still needs voters and local governments to let them.

AI has the technology hype of 1999 and the capital intensity of 1929 — but the real risk may be hiding in the financing behind the boom.