All In: America Has Never Leaned This Hard on Stocks
The Nasdaq 100 trades near 34 times earnings. Households hold 48% of their wealth in stocks, a record. What happens to commodities when this unwinds?
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Can the robot STILL pour my beer?
In 1961 a two tonne arm took the worst job in a New Jersey car plant. The money never went to the carmaker, and it won’t this time either.
Beijing Preps for Currency Wars
The fact that China has a large quantity of gold in its official reserve position is not news. China’s gold reserves have been rising substantially since 2009.
What a trillionaire needs
Nobody can tell you what Elon Musk is worth on any given Tuesday. But his next moonshot needs something ASX dirt happens to hold rather a lot of.
Gold’s Second Act Has Begun
As all eyes focus on the bond market, gold is starting to make its move. We’ve seen this story before. And if history repeats, gold’s second act could be about to begin.
‘Something Has Gone Completely Wrong’ Pt. 2
Part two of Charlie’s exploration of privacy and security in the AI era. This time, OpenAI is in the crosshairs.
