Economic and Political Insights

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Breaking the $5T Ceiling: Navigating NVIDIA’s Paradox of Prosperity
Record revenue is colliding with IRS rules and institutional risk mandates, forcing a structural ceiling on the stock price.
 • David Bernstein
The “Both-Sides” Trap: Why Contradictory AI Fears are Crushing Tech
From ROI skepticism to disruption alarms, explore why the market doesn’t need a consistent narrative to trigger a massive selloff.
 • David Bernstein
The Great Divergence: Mapping the Structural Rise of Economic Pessimism
Why Traditional Macroeconomic Indicators Fail to Capture the Modern Affordability Crisis
 • David Bernstein
Weekend Update: Tuesday Evening February 24, 2026 (Iran, Tariffs, Texas Senate Race, and Greenland)
The first Weekend Update ironically on Tuesday night, timed with the State of the Union and Gaslight on TCM, soon on all channels
 • David Bernstein
Not Your Father’s Marriage Penalty
Stacked AGI-linked programs are quietly driving 40–55% effective marginal tax rates for working-age households
 • David Bernstein
The Emergency Pretext: Why the Supreme Court Finally Drew a Line at Tariffs
How a $133 billion refund nightmare and a looming conflict in Iran are testing the limits of presidential power.
 • David Bernstein
A Third-Party Economic Policy Platform
Confronting Two-Party Failure with Durable Reform
 • David Bernstein
Memo: The State of Crypto in 2026
A full breakdown of the bearish and bullish viewpoints, the rotation into AI infrastructure and gold and away from crypto, and why fraud remains a…
 • David Bernstein
Increased Political Polarization Ahead
Open seats are shifting power from general electorates to primary voters — and rewarding ideological alignment over pragmatism.
 • David Bernstein
UnitedHealth Is a Great Company. I’m Still Not Buying It.
An investor’s view from inside the health policy debate.
 • David Bernstein
Trump Accounts
Structure, Incentives, and Policy Design Considerations in the 2025 Federal Tax Legislation
 • David Bernstein
Why Homeownership Feels Out of Reach
Prices matter—but marriage patterns, student debt, and income-linked policies matter too
 • David Bernstein
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