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'Caution Is Warranted': Ed Dowd Warns Wall Street's AI CapEx Party Is Ending
'Caution Is Warranted': Ed Dowd Warns Wall Street's AI CapEx Party Is Ending
Authored by Ed Dowd via 'Beyond The Narrative' substack,
The signs are piling up faster than the hype can spin them. AI capex has been the rocket fuel for markets, but the second derivative is turning. Factors ending the party:
Private credit stalled — flows reversing, redemptions surging, industry effectively paused.
Enterprise demand cracking — ROI skepticism, token costs biting, data/alpha extraction backlash.
Power constraints hitting hard — the grid can’t scale without massive, long lead time builds or dystopian reallocation.
Open-source pressure — Chinese based...
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Aug 7, 2026 / Tyler Durden
Hours After Murkowski Predictably Sides With Dems, Cassidy Unblocks Blanche AG Nomination
Hours After Murkowski Predictably Sides With Dems, Cassidy Unblocks Blanche AG Nomination
Sen. Bill Cassidy announced Friday he will support Todd Blanche's nomination for attorney general, clearing the decisive path for confirmation after two other Republican senators opposed the pick.
Acting Attorney General Todd Blanche appears before the Senate Judiciary Committee on Capitol Hill in Washington, July 15, 2026.
Cassidy, a Louisiana Republican who had remained undecided amid weeks of scrutiny, made the announcement in remarks on the Senate floor. "Mr. Blanche is not perfect, and he will tell you this,...
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May 5, 2026 / Tyler Durden
The Petrogas-Dollar: Symptom Or Strategy?
The Petrogas-Dollar: Symptom Or Strategy?
Authored 'No1' via Gold and Geopolitics substack,
Three people sent me Richard Medhurst’s petrogas-dollar piece this week. I read it. Twice even.
There’s a lot in there that I feel is correct.
The chronology of the Levantine Basin deals.
Cheney’s 2001 National Energy Policy.
The roughly $35 billion of Chevron contracts signed across Israel, Syria, Greece, and Cyprus in the past six months.
None of that is in dispute.
The piece is, on the facts, broadly accurate.
What I think though is that the reading of those facts is faulty.
Some history.
In 1944 Bretton...
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Aug 24, 2026 / Tyler Durden
DEI Refuses To Die
DEI Refuses To Die
Authored by Kenin M. Spivak via RealClearPolitics,
Although the 14th Amendment to the U.S. Constitution and civil rights laws dating back to 1866 prohibit nearly all racial preferences, most Americans oppose these preferences, and Donald Trump was elected vowing to eliminate DEI (diversity, equity, and inclusion) - progressives won't give up.
Their race-obsessed thinking reduces America to intersectional classifications of oppressed and oppressor. This addled concept is a self-defeating dialectic in which no amount of progress on race relations is ever enough - or even acknowledged. Despite enormous...
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