(Part 4 of 5) News and my thoughts (07Sep2026)
News and my thoughts from the past week (07Sep2026)
We are living in a dangerous time. America could be looking at inflation of 10-12%. The debt to GDP ratio is off the charts. Bond markets around the world are being destroyed. Yields are rising. The smartest thing Donald Trump can do right now is get out of Iran. - X user Douglas Macgregor
Nike will be removed from the S&P 100 later this month after plunging more than 78% since 2021, its largest drawdown in history - X user BarChart
Sam Altman admits the AI bubble could blow up the entire global economy - X user Financelot
Elon Musk: “America is 1,000% going to go bankrupt and fail as a country without AI and robotics” The U.S. is already paying over $1 trillion a year just in interest on the national debt. The only real escape is enormous productivity growth. AI → intelligence at near-zero marginal cost. Robots → physical labor at massive scale. Together they can dramatically increase economic output, lower the cost of goods and services and expand the tax base. The race is basically: Can we build AI + robotics fast enough to unlock abundance before the debt becomes impossible to outrun? - X user X Freeze
Ray Dalio: “The debt problem is followed by devaluation of the currency.” Every country with a debt problem said they would grow their way out of debt. They all ended up devaluing their currencies.
You can print money but not infrastructure, energy and value.
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