Independent thinking for complex markets and current events
This is the part where bubbles always start lying to people. JPMorgan is literally listing the same warning signs we heard before 2000 and 2008, but everyone shrugs because the word AI sounds magical. When companies are burning insane amounts of cash and promising the future will fix it later, that is not innovation, that …
Goldman Sachs says the AI boom now looks like tech stocks did in 1997, several years before the dot-com bubble burst. The bank flagged five warning signs from the late 1990s investors should watch: peak investment spending, falling corporate profits, rising corporate debt, Fed rate cuts, and widening credit spreads. The Warnings Today Investment spending: …
WHITE FERTILITY COLLAPSED – THE REST OF THE PLANET DIDN’T The generation now starting school is the first in recorded history that will grow up on a planet where people of European descent are a shrinking global minority. Native fertility across the entire Western world has collapsed below replacement and shows no sign of recovery. …
Republicans finally got their “big, beautiful bill” across the finish line. Now they’re turning to their next urgent tasks: codifying billions in spending cuts and avoiding a government shutdown. The Senate plans to vote no earlier than next week on President Donald Trump’s request for lawmakers to scrap $9.4 billion in previously approved funding for …
The mess doesn’t happen all at once. It builds in inches. A spoon left in the sink. A jacket tossed over a chair. A reply you meant to send but didn’t. A receipt you meant to file, a call you meant to return. It’s not laziness. It’s not even forgetfulness. It’s accumulation. One tiny delay …