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Trump’s $2,000 Stimulus Could Be Bullish for Markets and Middle Class — Here’s WhyPublishing - - November 12, 2025According to USA Facts, the top 10% of U.S. earners contribute around 72% of federal income taxes. This aligns with the Engel curve theory, which implies that higher earners naturally spend and import more, thereby paying more in tariffs. BullxBear a...
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Michael Burry Says Nvidia and Palantir Are Overvalued — Should Investors Sell?Publishing - - November 11, 2025Burry may believe current fundamentals cannot justify AI valuations, particularly if growth slows. Yet long-term investors must consider whether today’s AI spending is early in the cycle. Most AI demand is currently led by hyperscale cloud prov...