The Yen, Gold and the Coming Yield Shock

Artificial intelligence is usually discussed as a technology story. Markets are treating it as a technology trade. Both frameworks are becoming inadequate. AI is evolving into something much larger: a new architecture for capital formation, industrial capacity, geopolitical power, productivity, and ultimately financial markets themselves. The most important question for

For nearly three decades, investors have compartmentalized financial crises into distinct categories. The dot-com collapse was viewed as an equity bubble driven by unrealistic expectations surrounding transformative technology. The Global Financial Crisis was viewed as a banking and credit crisis caused by excessive leverage, opaque financial products, and a

Sometimes the best investment isn't in markets, it's in people. This short talk is a powerful reminder to appreciate your parents while you still can. It stayed with me. https://www.youtube.com/watch?v=_u2qggffbYM CryptoSAZZ