The AI Bubble Is Ignoring Michael Burry’s Fears

Published on November 12, 2025

Costing tens of thousands of dollars each, Nvidia Corp.’s pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year — a bill expected to hit $3 trillion by 2029.

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A 50-Year Mortgage? It’s Not a Terrible Idea

November 12, 2025
First, it would mean lower monthly payments, unless interest rates rise a lot. Yes, buyers who stay in their home for 50 years and pay off their mortgage over that time will pay much more in interest than they would have with a 30-year mortgage.

‘Total Portfolio Approach’ Is Shaking Up How Trillions Get Managed

November 12, 2025
For decades, these institutional allocators took roughly the same approach to managing the vast piles of cash under their control: They diversified by divvying up the money across asset classes — for example 40% in stocks, 40% bonds and 20% alternatives — then stuck with it by rebalancing now and again when things got out of whack.