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Monthly Archives: August 2025
Uncle Sam’s AI Bubble
When Sam speaks, you’d better listen. “Kernel of truth” equals ambiguity of value in our book. BTW, you heard it here first in last night’s post. Caveat emptor, Comrades. …market observers are increasingly uneasy about stretched valuations. Equity prices have … Continue reading
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How the AI Bubble is Propping Up the U.S. Economy
Must view video, folks. May be the most important 4 1/2 minutes of your life! “AI is most likely both a bubble and eventually going to be the most important technology of the 21st century.” The biggest hyper scalers…the big … Continue reading
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Global Risk Monitor: Week in Review – August 15
Investor appetite for risk continues to surge as U.S. corporate credit spreads tighten to levels not seen in nearly three decades. Investment-grade spreads have narrowed to just 88 basis points, the tightest since 1997, according to Bloomberg. A parallel trend … Continue reading
On Becoming Argentina
Today’s Drudge Report headline, with George Washington staring from a dollar bill under the headline “NATL DEBT $37 TRILLION” and accusations of falsified inflation data, encapsulates the growing perception that America’s fiscal and political trajectory is veering toward Banana Republic … Continue reading
QOTD: Madison the Prophet
QOTD – Quote of the Day Enlightened statesmen will not always be at the helm. – James Madison, Federalist Papers #10
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The New BLS: (B)lowing (L)ots of (S)moke?
BLS is supposed to stand for Bureau of Labor Statistics, but after last Friday, it might well begin to mean “Blowing Lots of Smoke.” That’s the message President Trump sent when he abruptly fired BLS Commissioner Dr. Erika McEntarfer for … Continue reading
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Global Macro Monitor 