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America’s Energy Misdirection: Chasing Oil While the Gas Runs Out
The US pulled off a military operation to secure Venezuelan oil last month. But the real energy bottleneck is somewhere else entirely.
Feb 18
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Hedgeberg
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Adobe Is Down 57%. The Financials Say Wall Street Is Wrong.
I went looking for evidence of the AI apocalypse. Instead I found a company the market can't properly price.
Feb 11
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Hedgeberg
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The $1.25 Trillion Merger That Moves AI Off Earth
How the SpaceX-xAI deal is a bet that the AI infrastructure bottleneck will be solved in orbit, not on Earth
Feb 9
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Hedgeberg
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The January Numbers That Don't Make Sense
108,000 layoffs. 5,300 new jobs. I've been staring at this ratio, trying to convince myself it's wrong.
Feb 6
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Hedgeberg
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The $3 Trillion Silver Massacre: What Really Crashed the Market
A 47% margin hike triggered the worst day since 1980. While everyone blamed Trump's Fed pick, the real weapon was hiding in plain sight.
Feb 2
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Hedgeberg
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January 2026
The $100 Billion AI Bailout Nobody's Calling a Bailout
62% of companies see zero productivity gains from AI. Private credit is imploding. And the biggest funding round in tech history just became a rescue…
Jan 30
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Hedgeberg
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The S&P 500 Lost 28% Last Year and Nobody Noticed
How nominal gains mask a historic wealth transfer as central banks vote with their vaults
Jan 29
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Hedgeberg
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We're About to Run Out of Copper
Gold and silver are exploding. But the real problem is copper—and the math is terrifying.
Jan 26
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Hedgeberg
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Markets Now Veto Trade Wars in Real Time
The Stock Market's New Job: Killing Tariffs Before They Start
Jan 22
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Hedgeberg
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The AI Chip War's Hidden Winner
Google, Amazon, and Nvidia are locked in a silicon arms race. The actual beneficiaries couldn't care less who wins.
Jan 15
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Hedgeberg
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The Real AI Trade: Contracts, Kilowatts, and the Constraint Nobody's Pricing
Data centers want power in 24 months. The grid delivers in 7 years. That gap is the trade.
Jan 7
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Hedgeberg
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December 2025
Oracle’s CDS Spike and the $1.4 Trillion Infrastructure Question Nobody’s Answering
When Infrastructure Spending Outpaces Revenue by 100x
Dec 19, 2025
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Hedgeberg
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