Why the defence stock boom can’t last much longer

Seven years ago, we predicted a boom in defence stocks. But the surge has turned into a bubble. And the bond market’s 5% yield is the pin that’ll pop it.

No Hiding from the Boom/Bust Cycle

For decades, the West believed finance and asset bubbles could replace real production. Bill Bonner explores whether China’s rise is proof of industrial genius… or simply another version of the same old cycle.

Nvidia smoked AI bears with one earnings release

Nvidia’s latest earnings may have completely shattered the AI bubble narrative. Sam Volkering breaks down why AI infrastructure demand is still accelerating, how Nvidia could reach $10 trillion, and why even a $20 trillion SpaceX no longer sounds impossible.