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The AI infrastructure buildout is unlike anything this country has ever seen, and I mean that in both an exciting and deeply unsettling way. We are talking about $10.3 trillion in investment from 2025 to 2032, and most Americans have no idea what that kind of concentration risk actually means for their portfolios and their financial future.
The AI industry wants you to believe its technology is an unstoppable force beyond human control. I have heard that story before, and the last time it cost American taxpayers trillions.
Every year the retirement confidence surveys come out, and every year the numbers tell the same uncomfortable story. Despite strong 401k returns and a roaring stock market, Americans are not feeling good about their financial future.
Politicians are floating a diesel export ban right before the midterms, and it sounds great on a bumper sticker. But once you understand the supply chain reality behind American energy infrastructure, you realize this move could make everything more expensive, not less.
The petrodollar relationship between the United States and Saudi Arabia has shaped global finance for half a century. But something is shifting, and investors who ignore the geopolitical underpinnings of energy markets do so at their own peril.
Tax hikes are coming, and the political establishment on both sides is quietly converging on the idea. I want to break down why the wealth tax is fundamentally unworkable and why the VAT tax is the hidden threat most investors are not watching.
If you think today’s inflation numbers are telling you the truth, I have a bridge to sell you. The methodology used to calculate CPI has been gutted, manipulated, and rebuilt from the ground up to keep the real number hidden from everyday Americans.
Everyone is losing their minds over the 10-year Treasury climbing above five percent. I’ve been waiting for this moment, and here’s why the panic is completely misplaced.