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![DeepSeek is Bad for Nvidia, Good for AI](https://static.wixstatic.com/media/11062b_0e07f5ffaa024dfbbd1560e3c44cbdde~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/11062b_0e07f5ffaa024dfbbd1560e3c44cbdde~mv2.webp)
Jan 293 min read
DeepSeek is Bad for Nvidia, Good for AI
DeepSeek isn't a tech crash, but a boom.
![](https://static.wixstatic.com/media/34aef00a568e4c7db32033c39660ed8d.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/34aef00a568e4c7db32033c39660ed8d.webp)
![WTF? Bond Yields](https://static.wixstatic.com/media/34aef00a568e4c7db32033c39660ed8d.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/34aef00a568e4c7db32033c39660ed8d.webp)
Jan 142 min read
WTF? Bond Yields
A short explanation of the bond yields that wont cross your eyes.
![The Oracle of Omaha Speaks](https://static.wixstatic.com/media/f50d26_2b1e838c9e2946a38200ea98c30b48cc~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/f50d26_2b1e838c9e2946a38200ea98c30b48cc~mv2.webp)
Jan 82 min read
The Oracle of Omaha Speaks
When Warren Buffet Speaks, it's best to listen.
![](https://static.wixstatic.com/media/11062b_13af7f4b96594deba427d302c4886853~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_13af7f4b96594deba427d302c4886853~mv2.webp)
![What Fresh Hell? Energy 2025](https://static.wixstatic.com/media/11062b_13af7f4b96594deba427d302c4886853~mv2.jpeg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/11062b_13af7f4b96594deba427d302c4886853~mv2.webp)
Dec 12, 20243 min read
What Fresh Hell? Energy 2025
Where the hell is global energy is heading in 2025?
![](https://static.wixstatic.com/media/9ae5214816f7d44a85fb650e7c268af8.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/9ae5214816f7d44a85fb650e7c268af8.webp)
![Asia's Tariff Engineering](https://static.wixstatic.com/media/9ae5214816f7d44a85fb650e7c268af8.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/9ae5214816f7d44a85fb650e7c268af8.webp)
Nov 19, 20243 min read
Asia's Tariff Engineering
Asia's China Plus One may render tariff plans pointless.
![](https://static.wixstatic.com/media/11062b_c660df75f6f249b683f33dc7ad979273~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_c660df75f6f249b683f33dc7ad979273~mv2.webp)
![A Google Split is more Cause than Remedy](https://static.wixstatic.com/media/11062b_c660df75f6f249b683f33dc7ad979273~mv2.jpeg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/11062b_c660df75f6f249b683f33dc7ad979273~mv2.webp)
Oct 10, 20242 min read
A Google Split is more Cause than Remedy
The Justice Department's remedy for Google is more cause than remedy.
![The LNG panic, revisited](https://static.wixstatic.com/media/f50d26_a1a68f2efc214addacdc2276e76dc22c~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/f50d26_a1a68f2efc214addacdc2276e76dc22c~mv2.webp)
Oct 8, 20243 min read
The LNG panic, revisited
LNG panic in Europe, and how the energy market's global dynamics could impact the world's economy.
![](https://static.wixstatic.com/media/11062b_d00e49cf48f14a40adda61b8c7abbe27~mv2_d_4700_3137_s_4_2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_d00e49cf48f14a40adda61b8c7abbe27~mv2_d_4700_3137_s_4_2.webp)
![Dockworkers on Strike](https://static.wixstatic.com/media/11062b_d00e49cf48f14a40adda61b8c7abbe27~mv2_d_4700_3137_s_4_2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/11062b_d00e49cf48f14a40adda61b8c7abbe27~mv2_d_4700_3137_s_4_2.webp)
Sep 26, 20241 min read
Dockworkers on Strike
A dockworkers strike is bad timing for the White House ahead of a close election.
![](https://static.wixstatic.com/media/f50d26_1c92f89009a4417697e60b5b6452a00c~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_1c92f89009a4417697e60b5b6452a00c~mv2.webp)
![The Sorrows of Elon](https://static.wixstatic.com/media/f50d26_1c92f89009a4417697e60b5b6452a00c~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/f50d26_1c92f89009a4417697e60b5b6452a00c~mv2.webp)
Aug 21, 20243 min read
The Sorrows of Elon
Elon Musk's Cult of Personality Brand may not be able to take on the world.
![](https://static.wixstatic.com/media/f50d26_aeb30bb0c19449f4b3946e1029bade0a~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_aeb30bb0c19449f4b3946e1029bade0a~mv2.webp)
![Banks Are Eating More Risk, Again](https://static.wixstatic.com/media/f50d26_aeb30bb0c19449f4b3946e1029bade0a~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/f50d26_aeb30bb0c19449f4b3946e1029bade0a~mv2.webp)
Jul 10, 20243 min read
Banks Are Eating More Risk, Again
Banks are again bundling risk and selling it off. And, again, exposing themselves to risk.
![](https://static.wixstatic.com/media/da9d83ef63014589acac69d0c0f44f45.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/da9d83ef63014589acac69d0c0f44f45.webp)
![The Uncertain Economy](https://static.wixstatic.com/media/da9d83ef63014589acac69d0c0f44f45.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/da9d83ef63014589acac69d0c0f44f45.webp)
May 23, 20243 min read
The Uncertain Economy
The disconnect between economic numbers and consumer gloom is more logical than you think.
![](https://static.wixstatic.com/media/f50d26_ba026aec20fe4fc7bc8be9c30c029030~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_ba026aec20fe4fc7bc8be9c30c029030~mv2.webp)
![No Gold?... No Rush](https://static.wixstatic.com/media/f50d26_ba026aec20fe4fc7bc8be9c30c029030~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/f50d26_ba026aec20fe4fc7bc8be9c30c029030~mv2.webp)
May 14, 20244 min read
No Gold?... No Rush
The US dollar will remain the world's reserve currency, for one simple reason.
![](https://static.wixstatic.com/media/aedf3dceccd24a0ca6c446113a3c127b.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/aedf3dceccd24a0ca6c446113a3c127b.webp)
![A Strong Dollar Smile](https://static.wixstatic.com/media/aedf3dceccd24a0ca6c446113a3c127b.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/aedf3dceccd24a0ca6c446113a3c127b.webp)
Apr 30, 20243 min read
A Strong Dollar Smile
A strong dollar isn't all bad.
![](https://static.wixstatic.com/media/f50d26_c4bb596ac86c4baebeb903df14de035f~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_c4bb596ac86c4baebeb903df14de035f~mv2.webp)
![Tesla's Cult of Personality Pay Out](https://static.wixstatic.com/media/f50d26_c4bb596ac86c4baebeb903df14de035f~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/f50d26_c4bb596ac86c4baebeb903df14de035f~mv2.webp)
Apr 23, 20243 min read
Tesla's Cult of Personality Pay Out
The meme stock's new variant: the Cult of Personality Stock
![](https://static.wixstatic.com/media/f50d26_f45471c771084bf290711bf54bf2cae1~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_f45471c771084bf290711bf54bf2cae1~mv2.webp)
![The Ukraine Equation](https://static.wixstatic.com/media/f50d26_f45471c771084bf290711bf54bf2cae1~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/f50d26_f45471c771084bf290711bf54bf2cae1~mv2.webp)
Apr 18, 20244 min read
The Ukraine Equation
The Ukraine equation framed so that even a Congressman can understand it.
![Trump Found His Ankle Breaker](https://static.wixstatic.com/media/f50d26_afecb8957820448da2a086028c07d248~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/f50d26_afecb8957820448da2a086028c07d248~mv2.webp)
Mar 26, 20243 min read
Trump Found His Ankle Breaker
Ironically, Trump's windfall with Truth Social will probably be his downfall.
![](https://static.wixstatic.com/media/f50d26_b8bbc2ca6aaf44a2bddd06c6d7354be6~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_b8bbc2ca6aaf44a2bddd06c6d7354be6~mv2.webp)
![Mardi Gras Just Groped your 401(k)](https://static.wixstatic.com/media/f50d26_b8bbc2ca6aaf44a2bddd06c6d7354be6~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/f50d26_b8bbc2ca6aaf44a2bddd06c6d7354be6~mv2.webp)
Feb 14, 20242 min read
Mardi Gras Just Groped your 401(k)
The Fat Tuesday sell-off was harsh. Don't worry about it... yet.
![](https://static.wixstatic.com/media/11062b_02801667808141c4a24587ddf51c8964~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_02801667808141c4a24587ddf51c8964~mv2.webp)
![The Shipping News is Bad](https://static.wixstatic.com/media/11062b_02801667808141c4a24587ddf51c8964~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/11062b_02801667808141c4a24587ddf51c8964~mv2.webp)
Feb 2, 20243 min read
The Shipping News is Bad
North Korea is eyeballing the Houthi assault on commercial shipping. That won't do shipping costs any favors.
![](https://static.wixstatic.com/media/f50d26_1a1aca4dd95f43fea156dc9eb63a2d10~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_1a1aca4dd95f43fea156dc9eb63a2d10~mv2.webp)
![The Last Days of Davos](https://static.wixstatic.com/media/f50d26_1a1aca4dd95f43fea156dc9eb63a2d10~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/f50d26_1a1aca4dd95f43fea156dc9eb63a2d10~mv2.webp)
Jan 24, 20244 min read
The Last Days of Davos
The Universe Davos built, or claimed to, is coming apart. Step lively boys.
![](https://static.wixstatic.com/media/f50d26_cd7f600d0c6c4f6a8a06f9783dbb732b~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_cd7f600d0c6c4f6a8a06f9783dbb732b~mv2.webp)
![Javier Milei's Warning at Davos](https://static.wixstatic.com/media/f50d26_cd7f600d0c6c4f6a8a06f9783dbb732b~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/f50d26_cd7f600d0c6c4f6a8a06f9783dbb732b~mv2.webp)
Jan 22, 20245 min read
Javier Milei's Warning at Davos
Strange hair, but the Javier Milei's makes some solid points on socialism v capitalism. And he'd know.
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