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Description (English): In this first 2026 episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net. We analyze the gap between AI's exponential debt and its modest GDP contribution. We explore the bond market crisis (the longest 65-month drawdown in history) and the silver backwardation in China, signaling a desperate physical shortage. We close with Wall Street's optimistic consensus despite a looming US government shutdown on January 31st. Your source for data-driven financial analysis. More at myfundamental.net/insights!
By Fund@mentalDescription (English): In this first 2026 episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net. We analyze the gap between AI's exponential debt and its modest GDP contribution. We explore the bond market crisis (the longest 65-month drawdown in history) and the silver backwardation in China, signaling a desperate physical shortage. We close with Wall Street's optimistic consensus despite a looming US government shutdown on January 31st. Your source for data-driven financial analysis. More at myfundamental.net/insights!