Independent thinking for complex markets and current events
Simon Black highlights in Schiff Sovereign that global demand for American debt is vanishing as yields hit twenty year highs. Public debt hit 38.9 trillion dollars in May 2026 per congressional records. Foreign ownership of federal debt has collapsed from 34 percent to 24 percent of the total market over the last decade. Interest expense …
Anthropic’s run-rate revenue hit $30 billion, triple what it was three months ago. To keep up with demand, the company locked in 3.5 gigawatts of Google TPU capacity through Broadcom, enough to power a mid-sized city. More than 1,000 businesses now pay seven figures annually for Claude. At the end of 2025, Anthropic was generating …
The grid is snapping. Not metaphorically. Not slowly. It’s breaking under unrelenting pressure, pressure from machines that never rest, never blink, never care. Data centers are not a part of the future. They are the future’s parasite. And they are feeding on your power. “Electricity prices across the country rose at more than twice the …
According to a recent report, interest payments on the U.S. national debt are projected to reach $1.14 trillion this year, which would consume approximately 76% of all personal income taxes collected. This significant increase in interest payments is attributed to rising interest rates and the growing national debt. BREAKING: Interest Payments on U.S. National Debt Will Shatter …