Why I Joined Monetary Metals

From Israel on Monday, Sen. Lindsey Graham (R-SC) pushed for a US war against Iran while acknowledging that US soldiers in the region could get “hit” by Iranian counterattacks, a risk he said was worth it. “Could our soldiers be hit in the region? Absolutely, they could. Can Iran respond if we have an all-out […]

Three Key Constraints That Could Derail The Data Center Buildout Story The data center investment macro story centers on hyperscalers such as Microsoft, Alphabet, Meta, and Amazon Web Services, whose massive cloud computing services are becoming the backbone for AI workloads, including ChatGPT and others. However, as we've previously noted, the data center buildout has run into supply-chain snarls, including memory chip shortages, power-grid constraints, and even a shortage of turbine blades for natural-gas generators. The data center boom powering the AI revolution is certaintly impressive to watch unfold, but it...

Days ahead of another round of talks with US negotiators — and on the heels of more saber-rattling by the Trump administration — Iran is touting the potential mutual economic benefits of a deal that would terminate the West’s long-running sanctions regime against the second-largest and second-most-populous country in the Middle East.   “For the sake of an […]