Groundbreaker is a finance newsletter that argues today's AI boom mirrors the 2006-2008 subprime mortgage crisis, using analysis of reset schedules, price dynamics, and earnings quality. Readers get a contrarian, historically grounded framework for judging whether apparently cheap, growing AI-sector valuations hide the same kind of borrowed or unsustainable earnings.
Website: https://www.groundbrkr.com
Une newsletter francophone d'enquête sur la finance, l'investissement, le crowdfunding et l'immobilier, avec des séries longues sur des acteurs controversés. Elle publie des révélations détaillées appuyées sur des chiffres, des documents et des déclarations de conflits d'intérêts.
Exponential View, by Azeem Azhar, offers analytical essays and data-driven briefings on AI, the AI economy, and broader technology and geopolitical trends. Readers get concise analysis of market dynamics, company financials, and long-range thinking about how artificial intelligence may reshape work and society.
A finance blog newsletter from the Financial Times that offers witty, irreverent commentary on markets, AI-sector excess and financial oddities. Readers get sharp analysis mixed with pop-culture references and historical context on money stories.
Doomberg publishes long-form essays on energy markets, finance and geopolitics, often challenging mainstream political and media narratives. Readers get contrarian, data-informed analysis of topics such as LNG flows, sanctions, BRICS and hydroelectric contracts.
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