Two big currents are running at once. One is the rise of AI: huge sums are pouring into chips, data centres, power and copper. The other is the decline of money: US debt keeps swelling, the yen is historically weak in real terms, and central banks keep buying gold.
Neither is a scene we have never seen. After the dot-com bubble of 2000, many companies vanished, and the real winners grew on the fibre networks left behind. In the 1970s, as the value of money wavered, oil and gold rose many times over.
These sites set today against those similar scenes on the same yardsticks, and check every morning whether the case behind each market still holds. The aim is not to call the future, but to notice when the case breaks.