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Everybody Loves a Ponzi
Daily Reckoning· 2025-11-25 23:00
Everybody Loves a Ponzi‘Perhaps there is still time to defeat history.’-Daniel OliverMr. Oliver must be an unreconstructed optimist. An un-mugged Democrat. A man enjoying his first vote…or his second marriage.The history he is referring to is the one we know so well. It is the history of booms and busts…and of great nations laid low by the ‘fatal conceit’ of their leaders.All bubbles burst.All paper currencies become worthless.All empires decline and fall.it is a repeatable, predictable, investable history ...
Peter Thiel Dumps NVIDIA and Slashes Tesla Stake—Is the AI Bubble About to Pop?
Yahoo Finance· 2025-11-20 23:18
A glowing digital sphere with circuit patterns reflects mounting concerns over an AI bubble in overheated tech markets. Key Points Thiel Macro fully sold its $100M NVIDIA stake and cut Tesla by 76% in Q3. The moves come as concerns rise about an overheating AI-driven tech rally. Investors should assess valuations and risk tolerance before following Thiel’s lead. Interested in Tesla, Inc.? Here are five stocks we like better. Billionaire investor Peter Thiel’s hedge fund, Thiel Macro LLC, reported t ...