The Nebius Mirage and the Cost of AI Sovereignty
The Floor is a LieMarket bottoms are rarely foundations. They are usually traps. For Nebius ($NBIS), the narrative of a…
Author: Marcul Allen
Retired Software Engineer and AI Tool Enthusiast. Mac writes clear, hands-on guides and tutorials for implementing AI tools, specializing in workflow automation and prompt engineering for maximum efficiency.
The Salesforce Valuation Trap
Salesforce is a ghost in the machine. The market looks at the ticker and sees a cloud pioneer. I see…
BlackRock and the Myth of Perpetual Equity Growth
The numbers scream. The analysts whisper. BlackRock released its 2026 Equity Market Outlook today, January 13, with the practiced calm…
The Petrochemical Glut and the Myth of Circular Recovery
Two thousand trucks. Every single day.That is the volume of plastic debris hemorrhaging into the world’s oceans and lakes. The…
The High Cost of Ghana’s Seat at the Davos Table
The Alpine PerformanceThe private jets are landing in Zurich. The snow is fresh. The debt is stale. On January 12,…
Why the Global Demographic Deficit is Rewriting the Rules of Capital Allocation
Demographic trends and gender preferences are reshaping global markets.
The AI Capital Expenditure Trap is Closing
Concerns about AI’s impact on jobs are growing among experts.
The Fifty Year Ukraine Security Pact Is a Trillion Dollar Market Pivot
Geopolitical tensions significantly affect global markets.
The Black Box Trap Why Wall Street AI is Failing the Alpha Test
AI is transforming investment strategies and financial decision-making.
The Fragile Illusion of American Medical Technology Dominance
The American med tech sector exemplifies innovation and resilience.