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Dive into a collection of past posts and rediscover timeless content.

Nvidia Just Made $81 Billion. Guess Whose Electricity Bill Paid for It.

Power bills are up 40% since 2021. Data centers could push them 57% higher by 2030. The AI boom is real. Your meter already knows.

May 21, 2026

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4 min read

Nvidia Just Made $81 Billion. Guess Whose Electricity Bill Paid for It.

Your Brokerage App Says Everything Is Fine. The Credit Card Data Disagrees.

Seven companies. 34.8% of the S&P. Nvidia earnings Wednesday. And 13% of credit cards are 90+ days past due. Both numbers are real.

May 19, 2026

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3 min read

Your Brokerage App Says Everything Is Fine. The Credit Card Data Disagrees.

Two Sides of the AI Boom — Which Side Is Your Money On?

Data centers, power grids, and $320 billion in annual capex. The people who profit from the transition and the people who pay for it are not always the same.

May 17, 2026

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4 min read

Two Sides of the AI Boom — Which Side Is Your Money On?

Higher for Longer Just Got Longer

The Fed pivot narrative powered two years of financial planning. The narrative changed this week.

May 15, 2026

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5 min read

Higher for Longer Just Got Longer

Rich on Paper. Stressed in Practice.

Why rising account balances don't lower your monthly obligations — and what actually does.

May 14, 2026

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5 min read

Rich on Paper. Stressed in Practice.
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