Nvidia Deals: Vendor Financing or Round-Tripping?

Published on November 10, 2025

To better understand how the AI industry is funding itself and the potential risks involved, we believe it is helpful to draw on historical context from the dot-com bubble, when similar deals were common amid a thriving technology sector.

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Wealthspire Pens First Deal Since Madison Dearborn Acquisition

November 10, 2025
The New York-based RIA, which recently launched with $580 billion in client assets, has struck its first deal in what CEO Mike LaMena has said will be an acquisitive period.

“Money Printing” By The Fed: Fact Or Fiction?

November 10, 2025
I recently penned an article on “Money Supply Growth,” which elicited a very thoughtful response from Garrett Baldwin via Substack. He argued that labeling Federal Reserve operations as “money printing” is not rhetoric, but rather a reality. He points to Ben Bernanke’s 2010 interview, where Bernanke described how the Fed marks up digital accounts.