Politicians’ 50-Year Mortgage “Fix” For Affordability Is a Trap
Politicians promote 50-year mortgages as an affordability breakthrough, but the true cost is a trap for would-be homebuyers.
An $800B Revenue Shortfall Investors Can’t Ignore
By 2030, AI companies need $2 trillion in annual revenue just to pay for computing power. Expected revenue? $1.2 trillion. The math doesn’t work.
AI: It’s Not a Bubble… It’s a “Spiral Convolution”
Nvidia invests in OpenAI. OpenAI buys Nvidia chips. Oracle borrows to buy Nvidia chips for OpenAI data centers. The money goes in circles – and everyone books revenue and growth. Here’s the problem…
Diversification Is Dead – ETFs Killed It
U.S. ETFs now hold $10.3 trillion in assets, but the diversification investors expect is an illusion…
The $3 Trillion Shadow Banking Bomb That’s About to Explode
Private credit has mushroomed from $200 billion to $3 trillion in 15 years. No regulations. No stress tests. No transparency. Jamie Dimon just warned us what happens when the music stops.
Banks Beat Expectations… Yet the Market Flashes Warning Signs
Major banks crushed earnings this week, with Goldman, JPMorgan, and others reporting double-digit growth. But despite the strong numbers, financial stocks are rolling over – a sign investors may be bracing for late-cycle credit risks.
OpenAI Just Handed Us Two Huge Trading Setups
Oracle gapped 32% in a single day. Four weeks later, AMD jumped 37%. These aren’t anomalies – they’re OpenAI’s fingerprints on the market, and they’re creating the most compelling setups of the year.
Why Tech Stocks Are Not Yet in a Bubble
Critics scream “bubble” every time tech stocks surge. But today’s AI rally is built on real demand, surging earnings, and companies scrambling to keep up – not dot-com era dreams.
Why Long-Term Rates Are Rising Despite Rate Cuts
When the Fed cut rates 25 basis points in September, 10-year Treasury yields rose instead of falling. This counterintuitive move reveals the truth about the Fed…
History Says This Bull Market Has Years – Not Months – Left to Run
The Fed has cut rates 20 times near all-time highs. Stocks were higher a year later every single time. Here’s why this bull market is just getting started.









