Category Archives: Stock Market
What a Bull-Runner Can Teach Us About the AI Bubble
Bill Hillmann is an expert bull runner. He’s also a writer. He married his two passions in a book he co-authored in 2014. The book is titled, “Fiesta: How to Survive the Bulls of Pamplona.” It is a guide for anyone foolish enough to run with the bulls in the legendary San Fermín festival. Continue reading
Stargate’s AI Dreams Meet Reality
After six months, Stargate hasn’t completed a single deal for a data center. Now the company’s set a goal of building one small data center this year, probably in Ohio. Continue reading
Fire the Fed, Raise Tariffs, and Hope for the Best
President Donald Trump and Treasury Secretary Scott Bessent want lower interest rates so they can lower the financing costs of America’s massive debt. The net interest on the debt for fiscal year 2025 is on track to hit $1 trillion. Continue reading
How Passive Investing Is Inflating a Dangerous Bubble
Every two weeks, like clockwork, millions of Americans have a chunk of their paycheck automatically swept into their 401(k). Their most popular investment, which is often the plan’s default investment option, is an S&P 500 Index fund. Continue reading