Patrick Gibson

Market Bubble Metrics at 0.91 vs. The Media's Great Disconnect

1776, 1870, 1960... and now, 2026.

Higher Rates Are Coming. Your Balance Sheet Needs to Know.

China's Chip Independence Just Crossed the Point of No Return

PM Brief: De-Risking the AI Hardware Complex and the Telco Eviction Notice

The AI Disruption: Michael Burry’s $200M Palantir Trap Is Closing