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Deepwater's Munster: AI Is "Different This Time"
Deepwater's Munster: AI Is "Different This Time"
Last night's ZeroHedge Debate brought together AI bull Gene Munster and veteran investor (and AI bear) George Noble for a clash over whether the AI-driven stock market rally is another speculative bubble or the beginning of a much larger technological revolution.Munster argued that AI really is "different this time," with adoption and corporate spending poised to grow far beyond current expectations. Noble pushed back, warning that massive capital expenditures, mounting debt, and questionable returns on investment bear troubling similarities to past bubbles.We recommend watching the full...
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May 10, 2026 / Kyle Anzalone
Trump Threatens to Bomb Iran If Anyone Attempts to Retrieve Enriched Uranium
President Donald Trump threatened that if Iran attempts to dig out its destroyed nuclear facilities, he will order new strikes on the sites. “We’ll get that at some point, whenever we want. We have it surveilled,” Trump said on Full Measure. “I did a thing called Space Force, and they are watching. If somebody walked […]
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Apr 22, 2026 / Tyler Durden
From Gaza To BRICS: The Revolt Against The Dollar Order
From Gaza To BRICS: The Revolt Against The Dollar Order
Authored by Freddie Ponton via 21stCenturyWire.com,
Washington spent decades marketing the dollar as the natural language of world trade, a neutral vessel carrying commerce across borders. In practice, it became the armed currency of an imperial system that bombed states into ruin, sanctioned whole societies, and reserved the right to strangle any country that refused submission.
Unlike the usual churn of de-dollarization commentary, this report does not trade in fantasies of sudden dollar collapse or fairy tales about a BRICS currency descending to...
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Sep 30, 2026 / Tyler Durden
Bernstein Puts Timeline On When EU Rearmament Supercycle "Goes Boom"
Bernstein Puts Timeline On When EU Rearmament Supercycle "Goes Boom"
Readers by now know how we've laid out the looming rearmament supercycle in the West colliding with the "own the bottlenecks" theme, as resource nationalism makes industrial metals and rare earths scarce because of Beijing's export restrictions.
Adrien Rabier, Bernstein's equity analyst covering European aerospace and defense, penned a note on Tuesday explaining why the European defense rearmament cycle remains a top investment theme and even outlined a timeline.
In a report titled "European Defense: Beyond the order boom," Rabier said...
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