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…
The Salesforce Valuation Trap
Salesforce is a ghost in the machine. The market looks at the ticker and sees a cloud pioneer. I see…
Silicon Valley Wealth Tax Triggers Capital Flight Warning
Sacramento is playing with fire.The proposed billionaire tax in California is no longer a progressive fever dream. It is a…
The Desperate Pivot to Social Finance
The punch bowl is emptyWall Street knows it. Mainstream media is now selling the party as the cure. A recent…
Washington Cracks the Silicon Curtain for Nvidia
The wall is leaking. Export controls are meeting reality.The geopolitical blockade surrounding high-end semiconductors just softened. On the evening of…
The C-Suite Is Becoming a Gig Economy
The Corner Office Is for Rent The executive suite is shrinking. It is not a temporary correction. It is a…
The Great American Productivity Mirage
The factory floor is a graveyard of expensive sensors.The robots arrived. The profits did not. Morgan Stanley analysts Michelle Weaver…
The Korean Equity Miracle Faces Its Reckoning
The Seoul SurgeSeoul is the new center of gravity. Investors are piling into the KOSPI. The gains are staggering. But…
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 Yen Fragility Trap
The 160 barrier is a graveyard for central bank credibilityThe yen is bleeding. Markets know it. Tokyo is paralyzed. As…