The Economy Tracker

InvestingData CentersTariffsEconomic SlowdownHistorical Moments in US FinanceStocktoberfestTradingUraniumInflationMACD Crossover Signal3D PrintingRecessionThe January EffectContagion RiskEconomyFIGRFOMCAIHere's the DealRate HikeJanuary's First Five Days$TDOCStock MarketsWheat TradeSMRsSanta Claus RallyAnnual Forecast$SERVDecember Low IndicatorThe Economy TrackerDefault RiskRecession PhaseHousing$SSYRFree Lunch TradeRate CutNuclearAnnual Forecast ReviewJanuary Barometer
Data CentersData Centers
+6+6
The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

Part 5: The Contagion Map - From Project Delays to Contagion

Nick Tomas
Nick Tomas
Data CentersData Centers
+5+5
The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

Part 4: Private Credit, PE, and Insurance - The Shadow Banking Risk

Nick Tomas
Nick Tomas
Data CentersData Centers
+5+5
The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

Part 3: The AI Buildout’s Triple Constraint: Power, Capital, and the Cost of Debt

Nick Tomas
Nick Tomas
Data CentersData Centers
+5+5
The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

Part 2: The Circular Financing Loop

Nick Tomas
Nick Tomas
Data CentersData Centers
+5+5
The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

Part 1: The AI Infrastructure Capital Cycle

Nick Tomas
Nick Tomas
TariffsTariffs
+9+9
Here's the Deal - Sept 13, 2026

Here's the Deal - Sept 13, 2026

The Fed's Impossible Position

Nick Tomas
Nick Tomas
InvestingInvesting
+5+5
The Recession Phase Has Officially Arrived

The Recession Phase Has Officially Arrived

And the Markets are Signaling That They Agree

Nick Tomas
Nick Tomas
TariffsTariffs
+6+6
Reviewing the 2025 Forecast

Reviewing the 2025 Forecast

The Economy Tracker continues to shine.

Nick Tomas
Nick Tomas
Economic SlowdownEconomic Slowdown
+4+4
Cracks in the Credit Cycle

Cracks in the Credit Cycle

What the Tricolor and First Brands Bankruptcies Reveal About the Next Phase of the Economy

Nick Tomas
Nick Tomas
Economic SlowdownEconomic Slowdown
+4+4
The End of the Bull Market’s Main Thesis? DeepSeek R1’s Ripple Effects

The End of the Bull Market’s Main Thesis? DeepSeek R1’s Ripple Effects

China’s AI breakthrough challenges the assumptions underpinning U.S. stock market growth and economic optimism.

Nick Tomas
Nick Tomas
InvestingInvesting
+6+6
2025 Forecast

2025 Forecast

Look alive in 2025.

Nick Tomas
Nick Tomas
Economic SlowdownEconomic Slowdown
+2+2
Here's the Deal with Markets - December 9, 2024

Here's the Deal with Markets - December 9, 2024

Weekly Market Report

Nick Tomas
Nick Tomas