
The Glut Everyone Is Waiting For
Four companies, $700 billion, and a demand curve that may not work like fiber.
Long time finance professional fueled, analyzing economics, market trends, AI, innovation, and the future of investing. Exploring how emerging technologies reshape markets and create competitive advantage.
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Four companies, $700 billion, and a demand curve that may not work like fiber.

The rocket is on the pad - the revenue is in the building.

He's right about the machines. The math says he's wrong about everything after.

So Why Is Tesla's Approach Starting to Look Right?

This could call into question the reasoning behind the data center spend.

He's half right. The half he's wrong about matters more.

What's really happening to US Treasuries — and why most investors are missing it

A noble and historic 30% retail allocation - and why it may cement Musk's grip on the company.

What the wreckage of Russia's military has taught the White House

The commercial real estate market is not declining - it is splitting in two.

The AV Race is heating up