Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, wrote a provocative Substack essay, Part 1: My Life Is… Read More
The amount of electricity data centers use in the U.S. in the coming years is expected to be significant. But regular… Read More
Ultimately, the debate over 50-year mortgages is less about exotic loan structures and more about the deeper structural limits of… Read More
Prediction platform Polymarket has received regulatory approval from the US Commodity Futures Trading Commission to operate an intermediated trading platform.… Read More
While global public debt is lower than pandemic highs in real terms, it remains stubbornly elevated at $111 trillion. This… Read More
Most Homes Lost in Wildfires Ignite From Wind-Borne Embers — Not Flames What Homeowners Can Do to Reduce Risk A… Read More
Last week, we discussed the importance of “math” as it relates to valuations and noted the importance of understanding “full market cycles.” To… Read More
Two new data centers in Silicon Valley have been built but can’t begin processing information: The equipment that would supply them… Read More
While the market is finally starting to grapple with the most unpleasant question of who will plug the funding gap needed to… Read More
Lobbying is blamed for a multitude of evils by people from every area of the political spectrum. While it is extremely unpopular,… Read More
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