siegel

Can Oracle survive rising debt and falling cash flow while Broadcom battles Google in AI chips? Siegel warns AI works but tech spending may be massively overbuilt.

From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the earnings release. For Broadcom, the issue is different: Google’s TPU chips are now creating real …

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Jeremy Siegel exposes the massive scam of BLS govt economic data.

Most outsiders, non-financial people don’t understand — The jobs report is based on a freaking survey, a survey! BLS economic numbers are a joke, they do not represent what is actually happening. Kane has been screaming for 25 years about completely unreliable economic numbers, finally a few economists are waking up. Jeremy Siegel, professor emeritus …

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