Burry Isn’t Buying It… AI’s biggest names spent the past week talking about: Slowing down. Dario Amodei wants frontier labs to give safety work more time to catch up.Sam Altman agrees that increasingly capable AI needs stronger safeguards.Elon Musk has backed the broader concern. Michael Burry? → He thinks they’re selling something. His argument, essentially: If you tell the world your technology is almost too powerful to control, you’re also telling investors it’s extraordinarily valuable. Then there’s the timing. OpenAI and Anthropic are both moving toward eventual...

Too far, too fast? Palantir PLTR ( ▲ 0.05% ) entered August with plenty of believers, plenty of skeptics, and a valuation that gave both sides something to talk about. Then the stock jumped 51%. Case closed? Not quite. → Revenue accelerated from 48% → 85% → 93%.→ U.S. commercial revenue surged 149%.→ And Palantir logged its ninth consecutive quarterly EPS beat. And somehow, after another enormous rally, the argument over whether Palantir is too expensive has become more complicated, not less. So we went through the growth, the valuation, and one increasingly important bet Alex Karp is making...

Can We Grow Out of This? Imagine you’re in charge of America’s money. Now What? You just became U.S. Treasury Secretary. The Fed isn’t lowering rates for you. The government spends more than it collects, debt keeps growing, and borrowing is expensive. Your job: make the math work. So, what do you do? Raise taxes? Cut spending? Change how the government borrows? Hope inflation cools? Or simply wait …? There are plenty of levers to pull. But underneath almost all of them sits one surprisingly simple piece of math. So, let’s see .⇩ SPONSOR BREAK presented by Brownstone* Trump Takes on Foreign...

Gold vs. 5%… Gold has had quite the run. The metal is hovering around $4,400 an ounce, while the 10-year Treasury yield came within a whisker of 5% this week. Put those two numbers next to each other and things get interesting. Historically, higher yields have tended to make life harder for gold. Not every time, and certainly not in a straight line — but the relationship has been one of the more useful ways to understand the metal. Right now? Gold doesn’t seem particularly bothered. So we went looking for what else might be keeping it up. The trail leads from interest rates… to central...