The 12 US companies with a market capitalization of $30 trln, or equal to US GDP, are driving up stock market indices June 4, 2026 The sheer size of the numbers is simply mind-boggling: 12 American companies have a market value of $30 trillion? Note that the U.S. GDP…
The world is moving from a regime of deflationary globalization to a regime of geopolitical inflation May 28, 2026 Investors around the world continue to act as if the AI boom is more important than the bond market. And they are giving US…
