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“An explosive critique about the investment industry: provocative and well worth reading.”
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Monthly Archives: November 2025
AI’s impact on your power bill
AI’s Secret Impact on Your Power Bill. Electricity bills have been climbing across the US, but the AI boom is making it worse. A lot worse. New data centers are popping up everywhere to handle ChatGPT, Gemini, and countless other … Continue reading
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TM: Freight data screaming recession
Boots (tires) on the ground… The freight industry has long been thought of the circulatory system of the economy. It’s how the things bought & sold through commerce get from point A to point B in the real world. Historically, … Continue reading
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Can the world afford to retire?
Four decades of policies that boosted spending and steadily reduced tax rates by papering over deficits with asset bubbles are moving toward inevitable restructuring. Investment horizons and risk tolerance steadily shrink with age. But thanks to another spate of irrational … Continue reading
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