Was SK Hynix's US Debut The AI Bubble Top? BNP Says It's Still 1998

Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast Goldman's latest edition of "Nuclear Nuggets: Global Reactor Tracker" reinforces that the buildout of the cleanest and most reliable form of so-called "green" energy, nuclear power, continues to gain momentum. The theme we first laid out in December 2020 continues to broaden, with buildouts accelerating across both large-scale and small modular reactors, even as the growing risk of a massive uranium supply deficit emerges. Focusing on the latest North American reactor progress and announcements: 4/16/2026 - Canada - Bruce Power has signed...

Here's Where Rent Growth In The US Is Finally Slowing After years of rapid increases, rent growth in the U.S. is finally slowing—and in some cities, prices are even declining, according to Marketwatch. From January 2025 to January 2026, rents rose 2.8%, a smaller increase than the year before and lower than pre-pandemic norms, marking the slowest growth since 2021. This cooling trend, driven in part by a surge in new housing supply, suggests the market is stabilizing after an intense period of price escalation. At the same time, easing inflation,...

Chaos Unleashed: When "Irrational" Makes Perfect Sense Authored by Charles Hugh Smith via OfTwoMinds blog, Once fairness and honesty have been stripped out of a social order, social trust collapses. Once trust collapses, society disintegrates. It's important to understand the dynamics of chaos before the certainties in our lives are swept away. Over the past few months, I've been exploring the dynamics of delusion and breakdown: 1. our reliance on models to make sense of the world and what happens when those models no longer track reality; 2. the difficulties in adapting when our old...