AI Compute Case Part V: Nvidia’s Q2 FY 27 Record Earnings
NVIDIA Beat Earnings — But the Numbers Are Starting to Look Like Peak GPU Economics
The Coastal Journal
Knowledge is the edge. The Coastal Journal delivers economic, financial, and market analysis grounded in Austrian economics and forensic accounting.
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The RoboTaxi Race: Google’s Waymo Wins Daytona
Waymo wins the first race as it launches is sixth generation Robotaxi scaling across the U.S.
America's Highway to $40 Trillion in Debt
What the debt milestone means for Americans today and for the next generation
The Federal Reserve & the Vig
July 2026 Federal Reserve Minutes on Inflation, Interest Rates & What to Expect at Jackson Hole.
Gold & Silver Miners Are A Gift & A Curse
Gold & silver miners are reporting record profits in Q2, but these profits haven’t translated into significant stock gains in 2026.
The Minsky Finance Phases on Display With Nvidia's $500 Billion MoU
Coreweave & Nebius Q2 earnings show why they need Nvidia's $500 MoU of financing
The Moneyball Portfolio 2: He Gets on Base
Get The Updated Moneyball Investing/Portfolio Strategy That Keeps Delivering Returns No Matter If The Market Goes Up Or Down.
July Jobs Report: Laborfornication Of America's Labor Market
The headline finally turned negative. But revisions & disappearing workers suggest America's labor market has been much weaker than advertised
1987 vs. 2026
Is it possible for one of the greatest market crashes in history to happen again?
SpaceX & AMD Earnings Show Jurassic Valuations & Risk
SpaceX Is Still Burning Cash & AMD Capex Soars As Valuations Come Into Focus
The Chalkboard Mechanics of Q2 26' GDP
Why Mainstream Analysis Misses —& How Sovereign Debt Shapes the Global Economy Today
Amazon & Apple Surprise Investors with Q2 26' Earning Results
Amazon Is Building New Growth Engines. Apple Is Asking Investors to Pay 40x Earnings for Yesterday’s Success.
Q2 26' Earnings Are Blurry for Microsoft & Meta Investors
Microsoft, Meta & Vertiv Show Cash Returns are Harder to See
Oil Speculators Fail to Identify Macro Economic Risk
Why the Strait of Hormuz Can Matter Enormously—and Oil remains to be a bad Long-Term Investment