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The AI Picks-and-Shovels Trap: Dell’s $37 Billion Wipeout Shows Where AI Wealth Actually Goes
Dell crashed 14% in a day while ASML raised guidance. The AI picks and shovels playbook is broken — here’s the margin map showing where AI wealth actually accrues.
Read moreThe Fed Put Is Dead: The One Market Change in 2026 Almost No One Has Repositioned For
For 15 years the Fed put meant “buy the dip — cuts are coming.” In 2026 that reflex is dead: markets now price rate HIKES. Here’s what the death of the Fed put means for your money.
Read moreYour Savings Rate Beats Your Returns: The One Number That Decides When You Get Rich
America’s personal savings rate just collapsed to 3.6%. Here’s the contrarian math: your personal savings rate — not your returns — decides when you actually get rich.
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The AI Picks-and-Shovels Trap: Dell’s $37 Billion Wipeout Shows Where AI Wealth Actually Goes
Dell crashed 14% in a day while ASML raised guidance. The AI picks and shovels playbook is broken — here’s the margin map showing where AI wealth actually accrues.





