If You Trade Bitcoin...
I’ve been spending more time trading Bitcoin — and obsessing over charts that probably don’t belong in this newsletter. So I’ve spun it off.
Pipe Dreams
Energy investing can feel like a binary world — you’re either chasing commodity prices or buying stocks that live and die by them. But what if there’s another path that gives you the exposure without the whiplash?
The Dollar Trap
The United States made an unsustainable deal with the world: you get the dollars, we get the cheap stuff. It worked—until it didn’t.
Does DeepSeek mean NVIDIA is in DeepS**t?
As an avid AI enthusiast who has extensively used both DeepSeek and ChatGPT, I wanted to share my thoughts with my audience. Let’s take a deep dive into the DeepSeek panic, NVIDIA’s valuation, and the broader implications for AI investors.
All Roads Are Stimulative
For over two years, the Fed has raised rates at the fastest pace in decades, yet inflation remains above its 2% target. Why? A big part of the answer lies in a phenomenon called fiscal dominance.