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EverVests Insight

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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The Glut Everyone Is Waiting For

Four companies, $700 billion, and a demand curve that may not work like fiber.

What SpaceX Signed After the Ink Dried

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

The Richest Man Alive Just Announced the End of Money

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

Everybody Said Tesla Needed LiDAR

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

DeepSeek V4 Just Broke the Math on $500 Billion in AI Capex

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

The Man Who Called the Housing Crash Just Said It Feels Like 1999.

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

The Quiet Revolution in America's Safest Asset

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

Did Elon Musk Just Turn SpaceX's IPO Into a Power Grab?

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

Why the U.S. Won't Invade Iran

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

The Office Is Dead. Long Live the Office

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

Nvidia Just Made Catching Tesla a Lot Easier

The AV Race is heating up