Is The AI Spending Boom Creating A Depreciation Time Bomb?

How The Deep State Weaponizes AI To Control The Narrative The Deep State just upgraded from clunky human fact-checkers to AI that scales narrative control at lightspeed. As Tony Seruga wrote on X: No more paper trails, subpoenas, or exposed biases - just seamless manipulation. Automated Shaping at Scale AI floods zones with thousands of subtly varied "organic" rebuttals in seconds. Pre-bunks emerging stories before they trend. Detects your writing style, reasoning patterns, and source chains to dynamically throttle—no crude bans needed. Infrastructure Already Live CISA’s old “election security” coordination with platforms? Content-agnostic and ready for new...

Core CPI Prints Cooler Than Expected Despite Biggest Jump In Energy Prices Since 2005 While PCE showed some signs of higher energy prices leaking into inflation prints, it was still February data. As we previewed, today's CPI data is for March and will bear the full brunt of the Iran War's impact on energy costs after Core CPI fell to its lowest in four years in February. The headline CPI soared 0.9% MoM (as expected) and while it was a big MoM jump, Consumer Prices rose 3.3% YoY (up from +2.4%...