The AI Build Out: 200 Years of Infrastructure Cycles Show Where on When to Invest
Written by Bryan Lutz, Editor at Dollarcollapse.com: For three years the market priced AI as a software story. Software has beautiful economics: write the code
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Written by Bryan Lutz, Editor at Dollarcollapse.com: For three years the market priced AI as a software story. Software has beautiful economics: write the code
A leaked report from the U.S. Treasury has confirmed my worst fears. Those fears? That the entire stock market and by proxy the economy have
The AI trade got obliterated last week due to two reasons: Meta (META) announced it would be launching a cloud service to rent out its
The next phase of the AI revolution is just around the corner. The first wave of AI was software. ChatGPT, Copilot, Claude — all of
The single most important issue for the stock market today is determining whether the Artificial Intelligence (AI) revolution will deliver on its promises of boosting
Written by Bryan Lutz, Editor at Dollarcollapse.com: Alright, it’s Sunday. Here’s what we do. Every Sunday I share a few thoughts with you, and
Written by Bryan Lutz, Editor at Dollarcollapse.com: Ah, Summer Sundays… This week in Vancouver, Canada, the temperature has slowly been moving up the thermostat.
The stock market sold off hard on Friday. The pullback wasn’t unexpected and should not have been surprising. As we have been outlining to our
Written by Bryan Lutz, Editor at Dollarcollapse.com: If you were wondering about cycles… Wondering if they’re just theory… Or if there’s anything you can
Financial institutions are currently “sleeping” on the potential for mid- and small-cap precious metals miners. But they won’t be for much longer. The investment world
“Moore + Metcalfe = Creative Destruction squared.” ~ Bill Bonner and Addison Wiggin, Empire of Debt Written by Bryan Lutz, Editor at Dollarcollapse.com: The
Let’s be clear about the AI Revolution. You no doubt are seeing numerous people calling this a “bubble” that is about to burst at any
Written by Bryan Lutz, Editor at Dollarcollapse.com: It’s Sunday. Time to rest, read, and take a walk outside. At least, that’s what Sunday’s look
Written by Bryan Lutz, Editor at Dollarcollapse.com If anything, Trump’s Presidency has been entertaining. Hasn’t it been a gas to sit back and watch
As I keep emphasizing, the real money from the AI trade won’t come from picking who emerges as the AI-leader (Meta, Microsoft, Amazon, etc.). Instead,
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