South Korea’s Bubble Bursts
The tech-heavy KOSPI stock index soared as chip demand exploded — and is now tanking as AI hits a financial wall.
CoreWeave’s Debt Implodes
From leading AI “neocloud” to aggressive junk bond issuer to imminent default risk.
The Dollar Really Is Collapsing
U.S. Producer prices just came in hot — again. Which should be no surprise given the dollar’s brutal (ongoing) decline in this decade:
The Fed Stands Aside
So will the Fed tighten to limit inflation, or stand aside while financial market volatility does the tightening for it? The odds now favor the latter.
Bad Breath = Bad Times
Will tech turmoil spread to the broader economy? Market concentration says “probably”.
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