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
Written by Bryan Lutz, Editor at Dollarcollapse.com: Japan got there first. Decades of deficits… Near-zero rates…. And a central bank that bought so much
Last week I noted that the bond market was SCREAMING inflation was coming. By quick way of review: The yield on the 2-Year U.S. Treasury
Let’s talk about the United Kingdom for a moment. This week, Britain paid its highest yield on a 10-year government bond since 2008. That was
Written by Bryan Lutz, Editor at Dollarcollapse.com: We are living through the end of an era. Actually, two eras. And to understand where we
For a couple of decades now, those of us in the sound money camp have been saying that the post-war global order was a dead
The most important market in the world is signaling that inflation is returning to the financial system. The financial media (and most investors) like to
This week we have a special guest on Bulls Bears and BS. Lawrence Lepard is a sound money advocate, fund manager, and author of the
Written by Bryan Lutz, Editor at Dollarcollapse.com: Bryan here. As the bond markets crack open around the globe, the Trump family increased their wealth by
Written by Bryan Lutz, Editor at Dollarcollapse.com: For the past 25 years the UK’s economy has relatively flatlined, and now wealthy are packing
Written by Bryan Lutz, Editor at Dollarcollapse.com: The day before the latest US Treasury Auction results were released Trump concludes that “foreign nations are
Written by Bryan Lutz, Editor at Dollarcollapse.com: Every Sunday morning I sit down to write a few thoughts. Sometimes these thoughts end up being
Washington just lit the fuse… In one brutal trading session, yields on long-term U.S. Treasuries spiked to their highest levels in over a decade—signaling a
Written by Bryan Lutz, Editor at Dollarcollapse.com: Here are three Sunday Morning thoughts… Sometimes these thoughts are on the economy, life, or hard
“One of the great mistakes is to judge policies and programs by their results rather than their results.” ~ Milton Friedman Written by
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