There is one market truth almost everyone forgets. You are always in one of two worlds.

This chart runs over a century. Equities on top, commodities below. And they take turns.

There's always a bull market somewhere. When stocks lead, commodities lag. When commodities lead,

Goldman Sachs Research: AI data centers are no longer being financed mainly by traditional corporate balance sheets.

They are increasingly funded through alternative assets like infrastructure, private equity, real estate, and private credit.

i.e. AI is increasingly becoming a

This is huge.

For decades, fusion has been one of humanity's most ambitious scientific goals.

Now, it is starting to look like infrastructure.

Researchers and engineers at Helion Energy are building Orion, a fusion power plant in Washington that aims to become the world's