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Insider Newsletter: Issue #326

AI hype, private credit gates, wealth taxes, and a quiet rotation into “toxic waste” energy stocks. Are we watching the first cracks…or the early moves of the next cycle?

Greetings, friends!

To start, Wadi Rum in Jordan, thanks to Pavan.

And Andreas in Italy looking at the Sibillini mountains.

Speaking of Italy, we’ve made the case for years now that we’re in the revolution cycle and so before we get into this issue, I think the following from Italian Marxist Antonio Gramsci. He described our world perfectly:

The old world is dying, and the new world struggles to be born: now is the time of monsters.

And Pooh bear explains what happens with the zeitgeist during these times:

In This Week’s Issue

  • Epstein Files: Why the drip?

  • Gating

  • Superbowl Ads

  • When Revolutionary Tech Needs a Marketing Budget

  • More Signs of a Top From Down Under

  • Owl in the Coal Mine

  • 17 Years Ago…

  • Gold: Signs to Alarm Bulls

  • Heating Oil: Lookie Here!

  • The Great Rotation (Again)

  • The Big Five:

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