CEO of WallStforMainSt, LLC. Research Ninja. Financial Detective. Entrepreneur, Financial Historian, Austrian School Econ & OG Financial YouTuber. VT Hokie.
DC/Northern VA
Joined October 2009
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I went back and checked Global M2 Money Supply growth since 2008-2009 to this week.
From below $30 trillion to $103 trillion in under 20 years
But there's people on financial YouTube with large views claiming that there is no evidence of any inflation whatsoever?
Most people ignore or forget or are not aware that governments view AI as a weapon.
This is deep dive on how AI is changing cyber security
youtu.be/JXiQ6Tk_P84?is=Nv1c…
And yet the paper price of gold is down from $5500 to $4k in 2026 while Chinese entities have gotten nearly 40% of annual gold mine supply. 1k tons imported in Hong Kong and mainland China versus 2600 tons mined. Plus, enormous profits shorting before they take delivery of metal...
Correct. The best analogy for the frontier model AI companies is a hamster wheel that they cannot get off of without a moat and protected profit margins. Open source AI software catches up pretty quickly
The reason frontier LLMs will never be profitable is because the minute they stop spending, the free models catch up.
You're in a constant loop of increased spending to stay ahead, while everyone behind you catches up at a fraction of the cost by using your model.
LLMs are just commodity with no moat.
Binance perpetual futures contracts are smashing the paper price down so the PBOC and private Chinese investors can get more metal for cheaper prices in my opinion. Chinese HFs are also making money shorting paper gold and paper silver as well as shorting large cap tech stocks
Taking all the assets from billionaires wouldn't even run all levels of government in the US for 12 months. Annual Spending from DC is now over $7 trillion including state and local gvmnt spending. The biggest problem is both parties keep increasing spending, waste & fraud/theft
Good interview with the Microsoft CEO that talks about local AI on new computers with better AI chips and how you can invent new software quickly on your laptop with an AI agent
youtu.be/e0RrzOZhysg?is=L8sU…
Jason Burack retweeted
Central Banks are buying & moving Gold as a hedge to the very situation they know they’re going to create.
Cantillon Effect to juice asset prices for decades. The Federal Reserve Bank higher ups labeled this the Wealth Effect and currency debasement and dramatic loss of purchasing power
I'm in my 40s. I'm a lawyer. My wife is a lawyer. We both work full time.
We cannot afford the house my parents purchased on a single electrician's income in their 30s.
We cannot afford the house my immigrant grandparents purchased on a single MTA bus driver's salary in their 30s. They had SIX CHILDREN.
For 30 years, politicians in Washington & their oligarch allies convinced regular people that this was just about avocado toast and fancy coffee.
In reality, this is end-stage capitalism. Everyone is stuck in place. It's impossible to buy a home. It's too costly to move. We work too much to have passion projects. We don't have enough savings to start our own businesses. We can't afford to go without healthcare to do it.
Thanks for writing this article @troy_closson. Would be very happy to discuss further.
nytimes.com/2026/10/25/nyreg…
I was literally talking about Bernie Sanders and DNC politicians like AOC being champagne socialist hypocrites a decade ago and was being harassed daily by trolls that there was no proof whatsoever of this. She spends 6 figures per year on private jet flights too...
Champagne Communist: AOC Campaign Blows Nearly $50K On Luxury Hotels zerohedge.com/political/cham…
Older GPUs like Hopper or Grace Blackwell will wear down eventually after a few yrs of daily usage 24/7/365 or the chips sit in a warehouse & become obsolete after a few yrs. Lots of chips sitting in a warehouse because the data center construction projects are often delayed
GPUs are aging like fine wine, with rental rates up across the board since January 1st
Approximate change YTD:
- H200: +160%
- B200: +120%
- RTX PRO 6000: +65%
- H100: +35%
Even the 6-year-old A100 rents for more than it did at the start of the year
Charts of the Week: a16z.news/p/charts-of-the-we…
Lula and his rich and powerful champagne socialist hypocrite friends were grifting billions of Dollars from the Rio DE Janiero Olympics and Petrobras scandals and basically no one went to prison for the white collar crimes, embezzlement, theft and corruption.
