Tracking Wealth Through the AI Lens
Tracking Wealth Through the AI Lens
Alright, let's cut the crap. Wall Street is telling you a story about two of the biggest names in the AI gold rush, Nvidia and Palantir, and if you believe it blindly, you deserve what’s coming to you. The narrative is simple, summed up by...
You can’t script this kind of market catalyst. On a quiet Sunday, a slickly produced, nearly three-minute video dropped onto Truth Social, the digital equivalent of a town square echo chamber. In it, Donald Trump, a man not exactly known fo...
I want you to imagine something for a moment. Look at the phone in your hand or the laptop on your desk. It’s a seamless portal to a universe of information, a sleek piece of glass and metal that feels like pure magic. But that magic isn’t...
So, Entergy and Google just held a little party in Arkansas to announce a $4 billion "investment" in the state. You can almost picture it, can't you? The local politicians in their slightly-too-tight suits, grinning like they just won the l...
The Data vs. The Narrative: Deconstructing Coinbase's Valuation A peculiar thing happened in the market last week. Coinbase (COIN) stock jumped nearly 4% on news that was, by any objective measure, non-news. Word from the SEC, relayed by Co...
The signal-to-noise ratio in the public square appears to be in a state of terminal decline. Consider the raw data points from a recent 24-hour cycle. A sitting U.S. President, fresh from what his office terms a major diplomatic victory, re...
So let me get this straight. A stock chart draws a pretty picture, some rumors about the Oracle of Omaha start flying around, and suddenly everyone loses their goddamn minds. That’s the story with Occidental Petroleum, ticker OXY, this week...
The market reaction to the Berkshire Hathaway-Occidental Petroleum deal was, in a word, predictable. Occidental’s stock (OXY) climbed on the news that its chemical division, OxyChem, was being sold to Warren Buffett’s conglomerate for a rep...
So let me get this straight. The White House and Big Pharma are supposedly having a big, scary showdown over drug prices. The administration is waving this "Most Favored Nation" stick around, threatening to tie U.S. prices to what other cou...
On October 1st, visitors to the Mt. Hood National Forest website were greeted not by trail conditions or fire warnings, but by a stark red banner. Above a placid photo of a mountain lake, the text declared, “The Radical Left Democrats shutd...