Credit Bubble Stocks

A government with budget deficits around 6% of GDP, debt above 120% , and a worker-to-retiree ratio under three is headed for a crisis. In ...

If defeat seems a strong word, consider what we do know about how this war will end. Iran has suffered significant damage from U.S. and Isra...

Right now, there are nine companies in the S&P 500 with market capitalizations over one trillion dollars: NVDA, AAPL, GOOGL, MSFT, AMZN,...

The trillion-dollar cluster—+4 OOMs from the GPT-4 cluster, the ~2030 training cluster on the current trend—will be a truly extraordinary ef...

Imagine if you had most of your net worth in Bitcoin. How might this have happened? Maybe you are a Bitcoin enthusiast who has been stacking...

It’s official: the world stock market is now as wild as it was during the tech-stock bubble. Since April 2026, we’ve had epic levels of retu...

It is not good news, then, that over the past 10 years, private equity has focused on taking companies private that are both more levered an...