Oracle Is Now The AI Bellwether -- And That's Not Good
Oracle stands as the starkest cautionary tale: aggressive capex without matching cash flows risks a sector-wide crunch if AI hype falters.
The Fed Is Doing This… Whether We Like It Or Not
The U.S. is adding $1 trillion in new debt every 100 days. The Fed can either induce a melt-up via inflation… or let the bond bubble burst, triggering a crisis.