The message from the ballot box—opposing data centers & the AI bubble—led to losses of over $3 trillion for Big Tech November 12, 2026 American voters are sending a message to Silicon Valley: We will not foot the bill for the energy costs of artificial intelligence. This political…
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…
