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.
Dheeraj Mahtani
48 posts
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.
Oil Sands & the Loonie: A Double Negative Opportunity?
A weak Canadian dollar (the "loonie") and a struggling oil sands industry present a compelling case for contrarian investors. But is this a golden opportunity or a value trap? Let’s dive in.
Uncertainty & The Icarus Print
NVIDIA’s stock soared to new heights last week, only to reverse sharply. It's left me cautious if not bearish on the stock.