The U.S. national debt has surpassed $36.2 trillion, but most of it is owned by Americans (55%), not foreign countries (24%). Foreign ownership, primarily from Japan and the UK, is declining, suggesting that concerns over foreign influence are overstated.

Eaton's $11.8B acquisition of Cooper Industries highlights the enduring success of long-established companies. Their ability to adapt over decades, unlike many recent startups that have failed, illustrates that reinvention is key to survival in business.

The essay highlights rising bear sentiment among US investors, with nearly 50% feeling pessimistic. It suggests strategies to prepare for potential downturns, including focusing on quality stocks, maintaining an emergency fund, and adopting a dollar-cost averaging approach to investing.

You are all looking in the wrong direction.
Investors are still pondering who will win the AI chip battle, but this is actually just the first half. Nvidia dominates with GPUs, AMD is trailing behind, and Broadcom is helping others build custom chips... it all seems very lively.
But the truth is: energy efficiency is the next decisive point.
Why? Because power consumption is critical.
GPUs are great during the AI training phase – you just run it once anyway. But what about after training? The inference phase is where the long-term costs come into play. This is when the high power consumption costs become apparent.
Here, Alphabet (Google) has an absolute advantage - they have spent over 10 years developing their own TPUs (Tensor Processing Units), now in their seventh generation. These chips are tailored for their own TensorFlow framework, unlike Google.

The Hype vs. The Reality
Quantum computing pure-plays have gone absolutely bonkers this year. IonQ up 90%, Rigetti up 1,860%, D-Wave up 1,530%—these numbers make the Nasdaq's 20% gain look like pocket change.
But here's the thing: while everyone's obsessing over valuations (which are already

Sugar markets are taking a beating, and the reason is pretty straightforward—the world is about to be swimming in it.
On Monday, the International Sugar Organization (ISO) dropped a bomb: they're forecasting a 1.625 million MT sugar surplus for 2025-26, a complete 180 from their August prediction o

The Gold Rush of Infrastructure Under the Wave of AI
Rather than betting on which company can develop the strongest AI, it is better to directly invest in the chip industry that supports the operation of AI. This is the most pragmatic investment logic in the market right now.
The hard power of the SMH ETF
The VanEck Semiconductor ETF ( NASDAQ: SMH ) tracks the performance of the 25 largest chip companies in the United States. Data speaks:
- 38% increase in 2025 vs Nasdaq 17% (outperforming the market by more than double)
- The top five holdings account for nearly 50%: Nvidia (18.5%) → TSMC (9.5%) → Broadcom (8.1%) → Micron (6.8%) → AMD (6.6%)
- The rate is only 0.35% (annual average investment cost of $10,000 is only $35)

Visa and Mastercard are integrating stablecoins into their payment systems, teaming up with companies like Stripe and PayPal. This shift highlights the maturation of crypto infrastructure, with stablecoins serving as efficient, practical tools rather than investment assets. Stablecoin issuers stand to gain significantly, while traditional payment-focused cryptocurrencies face challenges in maintaining relevance.

Berkshire Hathaway's cash reserves have surged to $382 billion, prompting Buffett to sell off significant stakes in Apple and Bank of America. This suggests he finds the current market overpriced, advocating patience for investors.

This essay explores gamma squeezes using the GameStop phenomenon as a case study, explaining how retail trading and market maker responses create explosive price movements. It warns traders of the risks involved in such volatile situations.