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Russia isn't attacking Ukraine. They (and China) are attacking the US$
 • Craig Shapiro
Quick Oil to Gold Ratio Math
 • Craig Shapiro
America’s Silent Depression
 • Craig Shapiro
The Synchronized Blow-Off
 • Craig Shapiro
Soft QE, Hard Politics: Trump's Yield Curve Without a Compass
 • Craig Shapiro
The Great Housing Reset: Why unwinding the housing bubble could be the best thing for America
 • Craig Shapiro
The AI Buildout Threat: Household Strain, Fiscal Risk, and the Need for a National Strategy Reset
I.
 • Craig Shapiro
AI ARMS RACE AND THE REAL CONSTRAINTS
This AI capex buildout story looks more like a repeat of China's 2005-08 fixed asset boom rather than the 1990s tech cycle. Ultimately, physical limits…
 • Craig Shapiro
The AI Capex Liquidity Squeeze
AI stopped feeding the market and started feeding on it
 • Craig Shapiro
The Synchronized Blow-Off
How Treasury, the Fed, and speculative liquidity created a coordinated market top in 2025
 • Craig Shapiro
Supply Chain Deterrence 2.0: When Rare Earths Become Hard Money
China’s export crackdown signals a new Cold War — one fought with materials instead of missiles.
 • Craig Shapiro
Morning Market Brief | Friday, October 10, 2025
Market Tone Summary
 • Craig Shapiro
Morning Market Brief — Thursday, October 9, 2025
Market Tone Summary
 • Craig Shapiro
The AI Profit Trap: Margins Without Demand
Executive Summary
 • Craig Shapiro
Tactical Market Outlook
Here is what I am thinking here into quarter end
 • Craig Shapiro
The Alethea Narrative
The Alethea Narrative
A newsletter that searches for the truth in financial markets while understanding how narratives can help shape investment decisions. This newsletter is for family offices, wealth advisors, and investors who don’t have time to follow every macro twitch
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