From 2008 to the Coming Reset: Larry Lepard's Case for Sound Money

“The one institution that should win the Nobel Peace Prize every single year is the United States military.” We start there, because that claim tells you a lot about how Washington sells war and how quickly moral language gets flipped into marketing. I’m joined again by Colonel Karen Kwakowski to unpack the Iran conflict through […]

AI CapEx And Earnings: What Happens When Growth Slows Authored by Lance Roberts via RealInvestmentAdvice.com, AI capex and earnings are now so tightly tied that spending doesn't have to fall to hurt profits. It only has to stop accelerating. Almost half of the S&P 500's earnings growth this year traces back to one activity: companies buying chips, servers, power gear, and concrete to build artificial intelligence. That's the estimate Goldman Sachs published on September 23. It's also the clearest statement yet of how tightly AI capex and earnings are now linked.1 Most...

11 Democrats Skipped The Vote That Buried Hegseth's 'Fake' Impeachment Republicans buried Rep. Thomas Massie's impeachment of Defense Secretary Pete Hegseth by seven votes on Tuesday, and 11 House Democrats who could have stopped them never cast a vote. Three of them were at an AIPAC-linked fundraiser with defense lobbyists.  Defense Secretary Pete Hegseth speaks during a press conference at the Pentagon in Washington, Tuesday, Nov. 10, 2026.Nathan Howard / AP "This is fake. He knows it. Every one of these members of Congress knows it outright," said podcaster Tim Pool said...