The maverick financial fraternity that predicted the Internet boom, the Great Recession, and the incredible rise of Bitcoin has a bold, new prediction…
August 3, 2026 • Andrew Packer
Amid soaring AI earnings, U.S. stocks are losing some of their sheen to global markets. Is that a bad thing? After a tough week, valuations of U.S. stocks compared to the rest of the world are now at their lowest level in six years: Following a massive rally in global stocks beginning in 2024, the […]
July 31, 2026 • Addison Wiggin
The next phase of the AI boom won’t be decided by who builds the fastest chips, but by who can keep them powered.
July 30, 2026 • Addison Wiggin
Even retail investors are now increasingly skeptical of the AI space, particularly its cash flow. And rightly so…
July 29, 2026 • Addison Wiggin
The backlash against data centers is seeping into the midterm election year. But the real issue is energy production and grid capacity…
