Dive into a collection of past posts and rediscover timeless content.
Data center construction spending just surpassed public transit infrastructure. Your electric bill is already paying for it.
Jun 2, 2026
•
4 min read
AI infrastructure spending doubled to $725 billion this year. The biggest wealth creation may not come from the name everyone already owns.
Jun 1, 2026
The saving rate just hit a four-year low. Spending rose anyway. The disconnect between how Americans feel and how they spend is the buried story this week.
May 31, 2026
3 min read
Dell spent billions on AI. Consumers emptied their savings. Same decision.
May 29, 2026
Retail earnings hit records. Consumer balance sheets tell a different story.
May 28, 2026
