Key Concepts to Consider with Oil Markets and the Iran War: An Update

This post is opinion only. See full disclaimer below I have said repeatedly that with the price of oil, unless things significantly change from the present macro-political situation, a slow train is coming. Metaphorically, what that means is that at some point in the not too distant future the markets may have to reprice from … Continue reading Key Concepts to Consider with Oil Markets and the Iran War: An Update

Moore’s Law, AI, and the 2008 Real Estate Analogy

This post is opinion only. See full disclaimer below Zero Hedge—much like this site—frequently likes to give its readers a heads-up on key breaking news and higher-level structural concepts. Sometimes it is superb in this regard, and other times it features material I disagree with quite a bit. However, I definitely recommend considering a very … Continue reading Moore’s Law, AI, and the 2008 Real Estate Analogy