Author Archives: Nigel Trimmer

Melt-Up Myths and the Fragility of Late-Stage Rallies

When a banker says 30 percent, ask what is priced at zero

The Hidden Trigger That Turns Rallies Into Bubbles

Gold’s rallying on borrowed time. That could mean contrarians get the last laugh.

AI insiders deepen doubts about the capex boom

AI bubble math hides a bigger market fragility

AI capex flywheel shows stress fractures

GDP – AI = 0? Productivity, Tariffs, and Hidden Risks

Three-Week Shutdown Could Push Jobless Rate To 4.7%: Report

Fearless Markets Are Quietly Loading the Spring

PCE Calm Masks Tariff Shock And AI Capex Fragility

AI Will Shrink Public Markets Before It Enriches Them

America’s Water Has A Hidden Liability Investors Miss

Power Prices Expose a Fragile American Grid

Debt Gravity and the Seven Fault Lines Exposed