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Browse a collection of past posts and rediscover timeless content.
The Memory Shortage Hits Your Cloud Bill

The Memory Shortage Hits Your Cloud Bill

Three companies. 95% of the world's memory. And they're all pivoting to AI.

Aug 24, 2026

30-Year Yield Hits 2007 Highs

30-Year Yield Hits 2007 Highs

A Danish fund called US debt "not a good credit."

Aug 23, 2026

Amazon Is on Your Electric Bill

Amazon Is on Your Electric Bill

The Kelce brothers just called it out. So did Ohio. So did Florida voters.

Aug 21, 2026

China Just Walked From Our Debt

China Just Walked From Our Debt

Interest on the debt just topped $857 billion. Above Medicare and the military.

Aug 19, 2026

The 60% Economy Is One Bad Month Away

The 60% Economy Is One Bad Month Away

The top 20% now drive 60% of spending. And their spending isn't from wages.

Aug 18, 2026

Wealthy Americans Are Already Selling

Wealthy Americans Are Already Selling

Trading down just climbed to the top of the income ladder for the first time.

Aug 17, 2026

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