Monthly Archives: September 2026

QOTD: Fake Rich People

QOTD – Quote of the Day A recent report byEmpower, a major financial services company based in Colorado, found that 24 percent of Gen Zers experience intense pressure to display material wealth on social media, even as 41 percent of … Continue reading →

Posted in Uncategorized | Leave a comment

The $10 Trillion Bet: AI Capex Is Now the Macro Story

A new Wall Street Journal piece by Konrad Putzier and Justin Lahart (“The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History,” Sept. 23) puts hard numbers on what our website has been flagging for a while: the … Continue reading →

Posted in Uncategorized | Tagged , , , , | 1 Comment

Sun Tzu Knew His Enemy. Trump Doesn’t

Posted in Uncategorized | Leave a comment

My 9/11 Story, 25 Years On

It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding. He was planning to marry his sweetheart on September 16, 2001, at St. John’s … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | Leave a comment

Global Bonds Are Sending a Memo — Are Stocks Listening?

Global sovereign bond yields just hit their highest level in nearly two decades. A Bloomberg gauge of global bonds climbed to 3.72% on Monday, the highest since mid-2008, marking a fourth straight session of increases. Ten-year Japanese government notes touched … Continue reading →

Posted in Uncategorized | Leave a comment