Nvidia Is Using Its Balance Sheet To Fuel The AI Boom. Is It A Double-Edged Sword?
August 30, 2026
Nvidia is leveraging its balance sheet to finance the AI boom through "balance-sheet-as-a-service" guarantees.
September Outlook: A Dollar Bounce, Rate Hikes, And Trade Talks
Fed Chair Warsh’s hawkish signals spark a US Dollar rally as markets price in additional rate hikes.
AI Is Ending America’s Era Of Flat Electricity Demand
Surging AI data center demand is ending the era of flat U.S. electricity growth.
The Price Of Crude And The Cost Of Money
Crude oil and Treasury yields are climbing as Middle East tensions disrupt energy shipping routes.
Convulsion In Credit Markets
U.S. interest costs of $3 billion daily signal a structural crisis, trapping the Fed between inflation and insolvency.
U.S. Debt Matters, But The Euro Area May Create The Next Crisis
U.S. debt attracts headlines, but the Eurozone’s massive unfunded liabilities and fiscal denial pose a greater systemic risk.
LATEST ARTICLES
Fed Forecast To Hike Interest Rates After Jackson Hole
August 29, 2026
While Warsh doesn't unilaterally set rates, he's poised to urge the Federal Open Market Committee for increases, with financial markets already adjusting to a higher probability of a hike.
The Week's Market Wrap: AI's Falling Costs, Software's Comeback, And A Hawkish Warsh
August 29, 2026
A hawkish Fed outlook puts potential rate hikes back on the table, creating a collision for growth and value.
James River's Book Value Rose Because Its Reserves Went Wrong
August 29, 2026
The balance only grows WHEN the reserves develop past what the covers cost. It is literally a running score of how wrong the reserves were.
In This Article: JRVR
A Hostile Takeover?
Foundation For Economic Education
August 29, 2026
EU regulations may block easyJet sale.
Are We Running Out Of Gold? Or Is That A Pointless Question?
August 29, 2026
While China's recent "supergiant" find makes headlines, the vast global supply ensures that mining output rarely dictates price.
More & More Signals Popping Up That Suggest A Pullback Is Near
August 29, 2026
Rising sell signals and weakening retail demand suggest the stock market rally is losing steam.
Techniques For Mastering Our Trading Psychology
August 29, 2026
Turning losses into learning is perhaps the most important trading psychology technique.
What’s In Trump’s Allegedly Greatest Oil Deal In History, With Venezuela?
August 29, 2026
President Trump announced a deal for U.S. control of 65 billion barrels of Venezuelan oil; should Canada be worried?
Top ETF Charts
August 29, 2026
Emerging markets show signs of exhaustion at key resistance as global indices stall.
Technical Market Report For August 29, 2026
August 29, 2026
Improving new low data offers a technical reprieve for the S&P 500 and Nasdaq, though a decline in new highs remains a headwind. Investors should brace for historical volatility as the market enters a seasonally weak September.
The Monumental Mistake Of Raising Rates In September
August 29, 2026
Proposed rate hikes by the Fed and ECB would be a monumental mistake, as inflation stems from fiscal excess rather than private credit.
Gold Could More Than Double By May
August 29, 2026
U.S. debt pressures and rising bond yields are destabilizing the dollar, signaling a surge in gold and silver.
Is It Time To Prepare For A 10% Pullback? Seasonality Matters
August 29, 2026
Historical September volatility and systematic CTA selling risks could trigger a 10% market pullback.
EDITOR'S CHOICE
Fed Chair Warsh’s hawkish signals spark a US Dollar rally as markets price in additional rate hikes.
Surging AI data center demand is ending the era of flat U.S. electricity growth.
Crude oil and Treasury yields are climbing as Middle East tensions disrupt energy shipping routes.
IN THE SPOTLIGHT
Vertex Pharmaceuticals outpaces Regeneron with superior capital efficiency and an ROIC nearly triple its rival's.
Gold holds firm as markets await Kevin Warsh’s Jackson Hole speech for clarity on Fed policy.
Canada’s walkout from US trade negotiations triggered $28 billion in retaliatory tariffs on steel and dairy.
GBPAUD faces further weakness as sticky Aussie inflation drives the pair lower within a bearish Elliott Wave triangle.
Ituran Location & Control is projected to deliver a 13.82% gain through 2027, backed by its 3.90% dividend yield.