Edward Dowd

Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports https://finance.yahoo.com/technology/ai/articles/nvidia-scales-back-250-billion-234356524.html?guccounter=1&guce_referrer=aHR0cHM6Ly90LmNvLw&guce_referrer_sig=AQAAAEMvYjfEqC-HHfxbblE_O9Ft1oRgulfyeRDgeo0JtqAz_hRNYbTRsW1-JqncXU0_uUjS9FE1ZLCQVF_k-Jgl5OxCQwRFwdq664IPBuZ_MJZv7bWbMlUYHXsY4gCNK53meuqU_0yGiPyNX2BXLyI2kdFmJB9lWp_9sV0M0MokEZFN EDWARD DOWD

The AI class system exposed. Anthropic quietly downgrading users and charging them full price. They want to IPO in September. EDWARD DOWD

I’ll take the under on this like Gavin. 🤣😂 EDWARD DOWD

I believe Ross Hendricks had already coined the term: CCO…Collateralized Chip Obligation! We live in the dumbest of times. 🤡🤣 EDWARD DOWD

The AI class system exposed. Anthropic quietly downgrading users and charging them full price. They want to IPO in September. EDWARD DOWD

Our own generation’s Samuel Insull. “In the 1920s, electricity was a genuine transformative technology. Holding companies and investment trusts used heavy leverage and pyramiding to control operating utilities with thin equity, promote stocks aggressively, and fund rapid expansion. Valuations soared on expectations of continued growth and network effects. When the broader market cracked and growth assumptions faltered, the leverage and interconnected ownership turned declines into cascading losses for investors. Insull’s structures exemplified the scale and fragility.” EDWARD DOWD

There are plenty of good reasons to be bullish stocks. However, there are also bad reasons to be bullish stocks An example today circulating this hell site is thinking lowering capital gains tax on stocks is bullish AND more importantly has any chance whatsoever of being enacted The need for a pumping every day is honestly more concerning than anything actually bearish. EDWARD DOWD

“14 million Americans lost their jobs to AI and automation in 2026.” — Forbes While people lose their paychecks, corporations put AI to work and consolidate control over technology, land, and assets. The new era will divide society into two groups: those replaced by technology and those whose assets grow because of it. I’m Richard Shapiro. After 20 years at Goldman Sachs, I learned to recognize change before it becomes obvious to the majority. In my channel, I cover markets and the opportunities emerging from the new economy. Don’t wait until the future leaves you with no choice. https://t.me/+xkc1OPLF8tswZGRi

Former BlackRock insider Ed Dowd on Covid-jab disabilities: "it's now 6 million [Americans]. It looks like a growth stock" "and this is a business model... they can't harvest as much cash flow from you [if you're dead]. So they'd like to... keep you disabled as long as possible" EDWARD DOWD

US Disabilities Hit an All-Time High of 37 Million In July: UP 23% Since Feb 2021! The Signal No One Wants To See The latest Bureau of Labor Statistics data is out, and the number of Americans ages 16 and over reporting a disability has hit a new all-time high of roughly 37 million. As of July 2026, the Current Population Survey series sits at 37,029,000. That’s not a rounding error or a seasonal blip. It’s the continuation of a trend that broke higher more than five years ago and has refused to mean-revert. EDWARD DOWD

I remember. Just insane and still surreal. EDWARD DOWD

Former BlackRock fund manager Ed Dowd on the rise in cancers since the Covid-jab rollout "we saw multiple different cancers inflect in young people—that's 25 to 44—beginning in 2021... and kept rising in '22 and '23" EDWARD DOWD

Former BlackRock fund manager Ed Dowd on the real economy "stinking," the AI bubble, and "bogus" U.S. payroll numbers EDWARD DOWD

https://eddowdbeyondthenarrative.substack.com/p/the-us-monetary-authority-yen-intervention?r=12542m&utm_medium=ios&utm_source=notes-share-action EDWARD DOWD

The disaster that was the Fauci Covid era is permeating the culture despite MSM downplaying it. EDWARD DOWD

Massive coordinated Yen intervention announced this weekend. Traditionally large delta rapid strengthening of the yen has been associated with risk asset weakness especially global equities. So far this is a 5% down move in USD/JPY (yen strength) Rapid moves can sometimes cause the Yen carry trade to become more expensive and liquidations can occur. In August 2024 a 10% move provided some volatility especially in Japanese equities. The cooks are in the kitchen now and it’s a delicate meal they are preparing. EDWARD DOWD

It's wasn't just a bad day for Tony Fauci. It was a bad day for all the craven media mavens who amplified his fakery and puffed up his reputation. It was a bad day for all the academic scientists who stayed quiet for fear of losing grants. It was a terrible day for all the liberal, conservative, and libertarian intellectuals and orgs who stayed completely silent while the people's liberties were shredded. It was a bad day for every careerist who chose to go along – watching millions suffer – rather than take a risk to social position and financial flow by saying what was obvious and true. EDWARD DOWD

Watching the Democrats faun over Dr. Death is a stark reminder of how reprehensible these people are…6 years later and this is still political. “I hope the voters of the United States of America watch the clips of every one of you doting on a guy who is more interested in being a celebrity” EDWARD DOWD

AI Fund Margin Call Leopold Aschenbrenner forced to unwind all of hedge fund's stock positions https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html?__source=iosappshare%7Ccom.atebits.Tweetie2.ShareExtension EDWARD DOWD