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What AI Needs Now

Last year we described AI as “the monster that ate the power grid” — but will it really end up consuming 99% of all electricity generation?

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Not Since 2008…

In 2008, as financial markets collapsed and investors screeched, “Sell!” James Altucher was quietly urging investors to do the opposite.

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Wall Street In Denial

Wall Street’s breathing a sigh of relief that things are getting back to some sort of pre-Liberation Day “normal.” The problem is the old “normal” is gone.

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Fed Chair in the Hot Seat

The Fed’s vaunted “independence” has been a joke for many decades.

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Not Since COVID Has This Happened

Whether it’s tariff uncertainty or a recession that’s been brewing for months or both… the movement of goods cross-border is slowing dramatically.

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The $27,533 Gold Solution

“What if confidence in command currencies collapses?” Jim Rickards asks. The solution: gold.

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Widespread Panic

After a brief respite, Mr. Market is getting jerked around again by trade-war headlines.

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Nothing “Normal” About This

We see the mainstream picking up on this theme — the rupture of the bond market — but, of course, getting it totally wrong.

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Wall Street’s (Risky) Tariff Bet

Wall Street is betting on “less tariff action” — and potentially setting itself up for another severe downdraft when that bet doesn’t pay off.

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Avoiding the T-word

Forget tariffs for a moment. "Amidst the chaos, one asset class is showing remarkable resilience,” says Paradigm’s own James Altucher as he surveys a very chaotic week.

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The Real Reason for the Tariff Pause

Going by Wall Street’s conventional wisdom, the bond market “shouldn’t” have blown up Wednesday.