Weekly Recap
The Coming (Fake) Civil War, Doug on StiMI Checks, 15-Year Loans & More, Too-Big-to-Fail Tech Bubble, Doug & Michael Yon on Global Flashpoints, AI’s Dot-Com Moment, Vina Eden—A Hard-Asset Hotel Play
Doug Casey's Back: Stimi Checks, 15 Year Car Loans, Hate Speech, And More
The Ground Is Moving Under Us — Faster Than Anyone Wants to Admit
The Making of a Too-Big-to-Fail Bubble
During a recent call with Phyle members—our private community where we exchange ideas and investment insights—Matt Smith made an observation that perfectly captures the paradox we’re facing in AI mar…
Doug Casey and Michael Yon
The World Is Rewilding, The Borders Are Open, and Most People Aren’t Paying Attention
AI's Dot-Com Moment—And the One Bet That Actually Makes Sense
Earlier this week, I wrote to you about the AI bubble—the circular financing propping it up, the staggering amount of revenue AI companies would need to justify their valuations, and Sam Altman openl…
Viña Edén: A Hard-Asset Hotel Investment for People Who Prefer Reality Over Fantasy
At our recent Plan B Conference in Punta del Este, we presented an investment that checked several boxes for me personally: hard asset, strong operator, real yield, and a way to move money out of the…