The AI Boom Is Now a Cash Flow Story
For three years, the AI trade ran on a simple promise: spend now, get paid later. The spending part is...
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The Banks Just Ran the Play Stablecoins Were Built For
September 8, 2026
Oracle Booked $664 Billion. Its Free Cash Flow Is Still Negative.
September 11, 2026
The AI Boom Is Now a Cash Flow Story
October 2, 2026
Dell Booked $95 Billion It Cannot Ship. The Bottleneck Moved Again.
September 4, 2026
The AI Boom Is Now a Cash Flow Story
October 2, 2026
The Door to Private Markets Is Opening. Read the Fine Print on the Exit.
September 30, 2026
The Clarity Act Failed. Bitcoin ETF Buyers Showed Up Anyway.
September 29, 2026
Latest News
The AI Boom Is Now a Cash Flow Story
For three years, the AI trade ran on a simple promise: spend now, get paid later. The spending part is...
The Fed Has Raised Rates. Here Is What That Actually Does to Your Money
On September 16, the Federal Reserve raised its benchmark rate by a quarter of a percentage point, to a range...
The Door to Private Markets Is Opening. Read the Fine Print on the Exit.
For years, the pitch from the private markets industry to everyday investors has had a familiar ring: endowments and pension...
The Clarity Act Failed. Bitcoin ETF Buyers Showed Up Anyway.
Two weeks ago, the biggest crypto bill in American...
Gold Is Down From Its Record High. The Buyers Who Actually Move This Market Never Left.
Ask most people what happened to gold in 2026...
The AI Boom’s Money Problem: Debt, Circular Deals, and a Power Grid That Can’t Keep Up
Oracle just delivered a quarter that on paper looked...
The Fed Just Raised Rates. Why Paying Down Your Credit Card May Matter More Than Your Next Investment
Last Wednesday the Federal Reserve raised interest rates for the...
BlackRock’s Chief Investment Strategist Declares Gold Superior to Treasuries as Portfolio Diversifier
Wei Li, BlackRock's global chief investment strategist, has made a...
