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Building the Anthill and Making 2026 An Amazing Year
The grandest structures of progress are rarely the work of solitary giants. Just as the elephant does not build the anthill, the great monuments...
China Quietly Imposes 50% Domestic Equipment Rule on Chipmakers as Self-Reliance Drive Deepens
China has begun requiring semiconductor manufacturers to source at least half of the equipment used in new or expanded production lines from domestic suppliers,...
SoftBank Completes $40bn OpenAI Bet, Cementing One of the Largest AI Investments in History
SoftBank has completed its sweeping $40 billion investment commitment to OpenAI, marking a defining moment in the global race to dominate artificial intelligence infrastructure...
The Best New Year Resolution!
I do not believe in New Year resolutions. It is an illusion to think that flipping a digit, from 2025 to 2026, will magically...
Key Drivers of Silver’s Industrial Demand in 2025
Silver has surpassed Nvidia to become the world's second most valuable asset by total estimated market value, trailing only gold. This remarkable shift occurred...