How the Cycle Begins Long Before Anyone Notices Every crypto cycle seems to start in the same quiet, awkward way. A handful of people stare at a flat chart and mutter that the price is too low, and almost everyone…
The Macro Thesis: Why 2026 Belongs to the Builders, Not the Dreamers If 2024 was the year of “AI Hype” and 2025 was the year of “Volatility“, the data suggests 2026 will be the year of “Industrial Hardening.” The initial…
Why the 50-Year Mortgage Signals a Shift Away From Ownership On Monday, we covered the numbers. We showed you how the proposed 50-year mortgage—the ultimate exercise in financial engineering—doubles your total interest cost just to slightly lower your payment today.…
Trump Wants 50-Year Home Loans. The Math Is Absolutely Brutal—and the Hidden Consequences Are Even Worse It all started with a meme-style graphic on Truth Social back on November 8, 2025: FDR on the left credited with inventing the 30-year…
A Small Cap That Just Surprised an Entire Sector After months of heavy selling across the quantum-technology sector, many investors wrote off the entire industry as another overhyped corner of deep tech. Valuations collapsed, sentiment shifted, and several companies saw…
Michael Burry and the Cult of the One-Hit Wonder: Why We Still Chase Market Prophets On November 10, 2025, Michael Burry’s hedge fund, Scion Asset Management, officially deregistered with the U.S. Securities and Exchange Commission, stepping away from managing outside…
Sonder ($SOND) Chapter 7 Collapse: The Asset-Light Model Fails the End of Cheap Money Test The low-rate era minted hundreds of paper unicorns, but Sonder Holdings ($SOND) was supposed to be one of the few with real walls and doors.…
The End of an Era: Buffett’s Quiet Exit and the Vanishing Art of Patience Warren Buffett’s final, gradual withdrawal from the global stage is more than a change in leadership. We are looking ati a seismic cultural marker for finance—the…
Stimulus as Spectacle: The Populist Betrayal of Productivity Short-term cash, long-term cost: Why populist economics keeps selling the same dream — and why it always ends the same way. The Promise That Sells Itself When a president promises to hand…
The Macroeconomic Case for Dedicated Exposure to Central Europe’s Leading Economy For years, investors have spoke of Europe’s “two-speed economy” — the industrial core led by Germany, and the periphery struggling to keep up. Yet in 2025, that divide has…
