The American economy isn’t collapsing — it’s evolving. Higher debt, persistent inflation, and structural shifts like tariffs and remote work are creating a new system. But financial markets are still priced for the old one — and that’s where the real risk lies.
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.
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 United States made an unsustainable deal with the world: you get the dollars, we get the cheap stuff. It worked—until it didn’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.