From Sports to AI, America Is Awash in Speculative
Fever. Washington Is Egging It On.
https://www.wsj.com/finance/investing/from-sports-to-ai-america-is-awash-in-speculative-fever-washington-is-egging-it-on-c1e5c814
The Fed is lowering rates, the Trump administration is loosening regulations across the financial system and Trump’s own family is cashing in.
https://www.wsj.com/finance/investing/from-sports-to-ai-america-is-awash-in-speculative-fever-washington-is-egging-it-on-c1e5c814
The Fed is lowering rates, the Trump administration is loosening regulations across the financial system and Trump’s own family is cashing in.
The endless IOU powering Silicon Valley’s AI boom
https://www.telegraph.co.uk/business/2025/10/16/the-endless-iou-powering-silicon-valleys-latest-tech-boom/
Circular deals and sky-high valuations are testing how far investors’ faith can stretch.
Will the AI Bubble Trigger a Financial Crisis?
https://www.project-syndicate.org/commentary/ai-bubble-will-it-cause-a-financial-crisis-by-hilary-j-allen-2025-10
Experts might not expect a stock-market crash to cause a financial crisis, but what if they are wrong? With leverage built up in so many parts of the system and asset-price movements so closely correlated, the current US financial system looks like a tinder box just waiting for a spark to land on it.
AI has a cargo cult problem
https://www.ft.com/content/f2025ac7-a71f-464f-a3a6-1e39c98612c7
Spending vast sums and inflating an investment bubble is no guarantee of unleashing technological magic.
For 3 Years, the Bull Market Defied Inflation, Tariffs and Gravity
https://www.nytimes.com/2025/10/17/business/bull-market-trump-biden.html
Born during the Biden administration, the market’s bull run almost ended in April, but stocks got a second wind with the artificial intelligence boom.
https://www.telegraph.co.uk/business/2025/10/16/the-endless-iou-powering-silicon-valleys-latest-tech-boom/
Circular deals and sky-high valuations are testing how far investors’ faith can stretch.
https://www.project-syndicate.org/commentary/ai-bubble-will-it-cause-a-financial-crisis-by-hilary-j-allen-2025-10
Experts might not expect a stock-market crash to cause a financial crisis, but what if they are wrong? With leverage built up in so many parts of the system and asset-price movements so closely correlated, the current US financial system looks like a tinder box just waiting for a spark to land on it.
https://www.ft.com/content/f2025ac7-a71f-464f-a3a6-1e39c98612c7
Spending vast sums and inflating an investment bubble is no guarantee of unleashing technological magic.
https://www.nytimes.com/2025/10/17/business/bull-market-trump-biden.html
Born during the Biden administration, the market’s bull run almost ended in April, but stocks got a second wind with the artificial intelligence boom.