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Following the evidence
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Dire Warning from AI Insider

ARTIFICIAL INTELLIGENCESEP 20269 MIN READ

What risk looks like from the perspective of someone who knows

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SEP11The Age GateTECHNOLOGY · 8 MIN READRising liability is pushing governments toward age gates, design restrictions, and a regulatory model that could spread well beyond California.
SEP4Unwinding Trump's TariffsTRADE · 10 MIN READSix exhibits trace the tariff unwind through federal revenue, China’s surplus, trade flows, consumer prices, and capital goods imports.
AUG28Nvidia's Slow Burn MonopolyARTIFICIAL INTELLIGENCE · 9 MIN READNvidia's $5 trillion valuation no longer turns on whether AI is real. It turns on how long the company can keep the rents.
AUG14The Yen ProblemCAPITAL MARKETS · 5 MIN READCurrency intervention moves a price. It does not replace the market mechanism. The yen is now the clearest live test of that distinction, and the outcome matters for how every government defends a currency it does not fully control.
JUL30The Saudi Nuclear Deal Tests the Value of American InfluenceCAPITAL MARKETS · 11 MIN READThe agreement could support Saudi industrial development, strengthen the U.S. nuclear sector, and prevent China or Russia from becoming Riyadh’s principal nuclear partner.

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