The Myth of Inevitable Dominance Nov 20, 2025 Every few years the Tesla story sheds its skin and grows a new one. This cycle depends on the same idea: Musk alone sees a future the rest of the industry is too timid to reach. Analysts repeat the vision because it feels grand. Some even call … Read more
When Builds Outweigh Power: The Coming Grid Crisis Behind AI-Driven Data Centres Nov 20, 2025 1. The Set-Up: Big Demand on a Slow Supply Here’s the simple projection: U.S. data-centre load today runs at roughly 35 GW. (BloombergNEF) According to BloombergNEF (BNEF) the figure could swell to 78 GW by 2035 — a jump of … Read more
Robert Kiyosaki Books: All Mouth Noise, Little Data to Match Nov 19, 2025 Introduction: The Sound and the Fury of a Financial Show-Man Robert Kiyosaki built a brand around talking big, packaging simple slogans, selling hope to the aspirational. His book Rich Dad Poor Dad (1997/2000) sold over 32 million copies and ignited the mindset … Read more
AI Adoption ROI: Cheap Models, Expensive Illusions Nov 19, 2025 Strip the glow off it. AI adoption ROI isn’t a vibe; it’s math dragged through operations. Right now, too many boards are measuring “AI success” in press releases and pilot counts while the invoice piles up backstage. Cheap-and-good models are real—especially open source and the … Read more
Cash on the Sidelines Myth: Optionality, Not a Tidal Wave Nov 18, 2025 The headlines love piles. “U.S. investors hold $7.7 trillion in money-market funds” becomes a prophecy about an imminent market flood. It reads like destiny; it trades like fiction. The cash on the sidelines myth keeps resurfacing because piles look powerful and simple. … Read more
Don’t Buy the Foghorn: How to Evaluate Investment Advice Clean Nov 18, 2025 When money gets loud, discipline must get quiet. The market never runs out of prophets who yell certainty with a straight face and a soft wallet. You asked how to evaluate investment advice without getting drafted into someone else’s performance. Here’s the … Read more
The AI Investment Bubble: Paper Glory, Cash Gravity Nov 17, 2025 Strip the confetti off it. The AI investment bubble isn’t a mystery; it’s an accounting costume. Headline “trillions” glam up paper scaffolding—warrants, deferred capacity, vendor credits, SPVs—while real cash flow limps behind the parade. When money is cheap, story outruns math. When money tightens, … Read more
Palladium Market Outlook: Trim Smart, Reload on Signals Nov 17, 2025 Two questions clog every inbox at turning points: “It’s running—should we sell?” and “It’s about to explode—why sell at all?” Both outsource judgment to adrenaline. A serious palladium market outlook starts from posture, not prophecy. You don’t guess the future; you prepare for the … Read more
Psychology of Crowd Madness: How Emotional Herding Destroys Wealth and Clarity Nov 17, 2025 Why Crowds Break Faster Than Logic Can Catch Them Crowd madness is not a metaphor. It is a predictable psychological pattern that turns ordinary people into extensions of one another, draining judgment until only instinct remains. When fear or excitement reaches … Read more
Monkey Investing: Why Chaos Outperforms Genius More Often Than Anyone Admits Nov 17, 2025 How Randomness, Psychology, and Human Blind Spots Keep Beating Wall Street In the polite theatre of Wall Street, where confidence substitutes for competence and jargon works as camouflage, the most uncomfortable truth is also the simplest: randomness routinely humiliates expertise. No … Read more