Berkshire's Post-Buffett Era Gets Off To Rocky Start As AI Bets Stumble

This Is The Chart That Jensen Huang Does Not Want You To See In October 2025, while the world and his pet rabbit was buying anything-AI with both hands and feet, we were the first to warn that "AI Is Now A Debt Bubble Too, Quietly Surpassing All Banks To Become The Largest Sector In The Market"... ...as the world began to wake up to the negative free cash flow implications of the unprecedented CapEx spend required to achieve AI-Utopia... and therefore the need to fund that via debt (and equity)... The...

Trump Says No DHS Funding Without SAVE Act; Deploys ICE To Snarled Airports Federal immigration agents on Monday showed up to several major airports to help TSA agents manage long lines amid a showdown over funding for the Department of Homeland Security, which oversees the Transportation Security Administration.  The move comes after President Trump floated the idea over the weekend, which was echoed by border czar Tom Homan in a Sunday CNN interview.  "President Trump is using every tool available to help American travelers who are facing hours-long lines at airports across the country—especially...

We Didn't Just Get Expensive Electricity. We Built A System That Makes It Inevitable. Authored by William Murray via RealClearEnergy, Most Americans don’t think about electricity until the monthly bill arrives. It comes once a month, often quietly, but lately it’s landed like a thud. Heating your home now costs hundreds more a month than it did just a few years ago. You use the same appliances. You flip the same switches. Nothing in your daily life has changed – except the price. Why? When one looks inside the electricity system, the experience is...