$1 trillion a year just to keep AI running. $40 billion in profit to cover the bill. That staggering gap is exactly what is driving the current debate over whether we are in an AI supercycle or an AI bubble. Macro research firms like Hedgeye, alongside analysts at Goldman Sachs
The FED speaks: THE 25-BASIS-POINT HIKE IS NOT THE STORY The Federal Reserve has raised interest rates by 0.25 percentage point, taking the federal-funds target range to 3.75%–4.00%. The immediate effect is largely psychological. Markets react to the headline, algorithms react to the headline, commentators react to the headline, then
GOLD IS NOT AN OBSOLETE RELIC The Netherlands just moved 86 tonnes of gold. The reason is more important than the gold itself. Between March and August 2026, the Dutch central bank, De Nederlandsche Bank (DNB), reallocated approximately 86 tonnes of its gold reserves from New York and Ottawa to
I am not worried at all by the reduction of the gold and silver prices. I look at the fundamental picture and hold my physical gold and silver tighter. Last Friday’s price falls appear to have been triggered by the algorithms misreading Kevin Warsh’s chat about hiking in the mountains,
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