The bond market is sending Big Tech a warning
Big Tech is spending hundreds of billions in AI… and the bond market is growing more reluctant to absorb the massive debt without demanding higher yields. And this issue could quickly spread to equities.
Bitcoin miners just found a better business model
Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.
How much longer can this bull market last?
Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.
The Fed just told you it has no idea what’s next
The Fed held rates steady at its June meeting, but the minutes show the committee was split almost exactly down the middle on the direction of interest rates for 2026. It's a signal for every investor paying attention.
