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AI Bears: Right About The Excess, May Be Wrong On The Trade

AI Bears: Right About The Excess, May Be Wrong On The Trade Authored by Lance Roberts via RealInvestmentAdvice.com, While the AI bears focus on concentration and circular financing, the last tech overbuild was financed with debt, and this one is being paid for in cash. Before I discuss why I disagree with the “AI bears,” I want to state that I respect their opinions, have evaluated their concerns, and have simply derived a different set of conclusions. That is an important statement, because this particular group of “AI bears” includes some of the sharpest...
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Jun 27, 2026 / Tyler Durden
"Iran Is Not Really A Threat To The US"; Curt Mills On Pulling The Chips Off The Table Re:Hormuz
"Iran Is Not Really A Threat To The US"; Curt Mills On Pulling The Chips Off The Table Re:Hormuz President Trump's Iran agreement remains under pressure after a fresh round of retaliatory strikes by the U.S. in and around the Strait of Hormuz. Iran allegedly targeted a commercial cargo ship with attack drones, U.S. forces responded by striking Iranian missile, drone, and radar sites. So the ceasefire is shaky but it seems ….. Against that backdrop, last night, American Conservative executive director Curt Mills and Will Chamberlain of the Article III Project...
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Jul 30, 2026 / Tyler Durden
UK Regulator Targets Data-Center Land-Grab On The Power Grid
UK Regulator Targets Data-Center Land-Grab On The Power Grid Authored by Tsvetana Paraskova via OilPrice.com, Britain’s energy regulator, Ofgem, on Wednesday launched a consultation on a proposed commitment fee for data center projects as part of broad reforms to ensure network capacity is used for projects that are ready and able to connect. The proposal includes a new Data Centre Commitment Fee, which would be paid by large data center developments when accepting a connection offer, Ofgem said in a statement. The fee would be refunded when the project reaches grid connection status and forfeited...
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Mar 26, 2026 / Tyler Durden
"Lord, What Fools These Mortals Be!" Shakespeare's Birthplace To Be "Decolonized"
"Lord, What Fools These Mortals Be!" Shakespeare's Birthplace To Be "Decolonized" Authored by Jonathan Turley, In Hamlet, William Shakespeare famously wrote, “To thine own self be true.” The problem is when others want to present a different “truth” long after you are gone. Shakespeare is under an unrelenting attack in the United Kingdom from trigger warnings to censoring his prose. Now, Shakespeare’s Birthplace Trust has announced that it will “de-colonise” the Bard. In the name of creating “a more inclusive museum experience,” the Trust is moving away from Western perspectives to avoid the dangers of “white...
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