If investing is all about bubbles, then this is the motza

Rollercoasters are fun, asset bubbles are not What inflates up, must pop down Some investors know how to play a bubble Since the days of…

How to get rich when AI blows a fuse

How are we going to power AI? AI’s poor sense of timing is a historic opportunity The shovels to AI’s golden nuggets It’s often said…

The triumph of geopolitics, part 2

Amid recession and war, German opposition parties are rising in the polls The government is now pursuing a hydrogen energy dream This might go over…