Bryan Nearnberg
@bryantalksfinance.bsky.social
Interested In The Economy, Markets, Tech, Crypto, And Politics
🚨 Breaking: US economy beats job growth expectations in August
Jobs added: +162K vs +55K expected
Unemployment rate: 4.1% vs 4.1% expected
Jobs added: +162K vs +55K expected
Unemployment rate: 4.1% vs 4.1% expected
September 4, 2026 at 12:35 PM
🚨 Breaking: US economy beats job growth expectations in August
Jobs added: +162K vs +55K expected
Unemployment rate: 4.1% vs 4.1% expected
Jobs added: +162K vs +55K expected
Unemployment rate: 4.1% vs 4.1% expected
Wealth consists not in having great possessions, but in having few wants.”
— Epictetus (Stoic philosopher)
March 7, 2026 at 9:10 PM
Wealth consists not in having great possessions, but in having few wants.”
— Epictetus (Stoic philosopher)
In a world of AI explosions and geopolitical chess, the smartest money plays both sides of the barbell.
March 7, 2026 at 12:19 AM
In a world of AI explosions and geopolitical chess, the smartest money plays both sides of the barbell.
Oil prices are flashing warning signs for inflation, markets, and the midterms—here’s why it matters for your wallet and your portfolio. open.substack.com/pub/bryantal...
Oil Prices: The War Escalation Gauge for Markets and Your Money
TL;DR Here’s why oil prices may tell you more about the next six months than any headline.
open.substack.com
March 6, 2026 at 4:09 PM
Oil prices are flashing warning signs for inflation, markets, and the midterms—here’s why it matters for your wallet and your portfolio. open.substack.com/pub/bryantal...
Just published: “The 2026 Barbell” – AI explodes on one end, energy/geopolitics anchors the other, but cybersecurity is the grip keeping it all from slipping amid rising threats & volatility. Read: open.substack.com/pub/bryantal...
The 2026 Barbell: Cybersecurity Is the Grip Holding AI and Energy Together
The Barbell of the Global Economy
open.substack.com
March 4, 2026 at 1:58 AM
Just published: “The 2026 Barbell” – AI explodes on one end, energy/geopolitics anchors the other, but cybersecurity is the grip keeping it all from slipping amid rising threats & volatility. Read: open.substack.com/pub/bryantal...
Strait of Hormuz closed—energy risks real. The barbell (AI upside + geopolitical war trade hedge) is the next step from my sovereign stack, code-to-concrete, hardware rise, and Iran/Strait pieces. Read: open.substack.com/pub/bryantal...
AI vs. War: The Barbell Trade Powering 2026 Markets
Quick Take 📊
open.substack.com
March 3, 2026 at 12:00 AM
Strait of Hormuz closed—energy risks real. The barbell (AI upside + geopolitical war trade hedge) is the next step from my sovereign stack, code-to-concrete, hardware rise, and Iran/Strait pieces. Read: open.substack.com/pub/bryantal...
🚨 UPDATE: SCOTUS 6-3 ruling shuts Trump's IEEPA tariffs as exec overreach, striking trade policy & easing costs for consumers/businesses. Admin plans Secs 301,232,122,338 workarounds, facing $175B+ refunds, budget holes, market volatility. Trump vows "game two" plan.
February 20, 2026 at 3:15 PM
🚨 UPDATE: SCOTUS 6-3 ruling shuts Trump's IEEPA tariffs as exec overreach, striking trade policy & easing costs for consumers/businesses. Admin plans Secs 301,232,122,338 workarounds, facing $175B+ refunds, budget holes, market volatility. Trump vows "game two" plan.
New post: The Software Panic Is Real. The Conclusion Is Wrong.
Weak jobs + crypto rout + AI fears tanked markets, but Jevons Paradox says cheaper intelligence explodes software usage. Oversold bounce underway. Read: open.substack.com/pub/bryantal...
Weak jobs + crypto rout + AI fears tanked markets, but Jevons Paradox says cheaper intelligence explodes software usage. Oversold bounce underway. Read: open.substack.com/pub/bryantal...
The Software Panic Is Real. The Conclusion Is Wrong.
TL;DR • Markets may be entering a 10–20% pullback phase.
open.substack.com
February 6, 2026 at 4:05 PM
New post: The Software Panic Is Real. The Conclusion Is Wrong.
Weak jobs + crypto rout + AI fears tanked markets, but Jevons Paradox says cheaper intelligence explodes software usage. Oversold bounce underway. Read: open.substack.com/pub/bryantal...
Weak jobs + crypto rout + AI fears tanked markets, but Jevons Paradox says cheaper intelligence explodes software usage. Oversold bounce underway. Read: open.substack.com/pub/bryantal...
Crypto Fear & Greed Index at Extreme Fear (5–11/100). Bitcoin crashed below $65K amid panic selling and liquidations. Buffett’s rule: be greedy when others are fearful. These lows often signal oversold bottoms primed for big rebounds.
February 6, 2026 at 2:43 AM
Crypto Fear & Greed Index at Extreme Fear (5–11/100). Bitcoin crashed below $65K amid panic selling and liquidations. Buffett’s rule: be greedy when others are fearful. These lows often signal oversold bottoms primed for big rebounds.
Software is selling off hard now—just like the DeepSeek panic last year—yet Jevons Paradox proved true then (cheaper AI = way more usage & bigger market), and I think the same dynamic is playing out with software today; the correction might already be underway. open.substack.com/pub/bryantal...
The Rotation Is Here: Why the 2026 Market Correction May Be Starting Early
TL;DR • This looks like a rotation, not a crash.
open.substack.com
February 4, 2026 at 10:19 PM
Software is selling off hard now—just like the DeepSeek panic last year—yet Jevons Paradox proved true then (cheaper AI = way more usage & bigger market), and I think the same dynamic is playing out with software today; the correction might already be underway. open.substack.com/pub/bryantal...
The crypto mood feels heavy with doubt right now, but this piece quietly explores why Bitcoin’s weekend dip below $75K (now steady near $78K) might be the calm before the next rise—read here if you’d like a steadier perspective: open.substack.com/pub/bryantal...
Bitcoin Broke Below $75K This Weekend—Why This Might Be the Bottom We’re Waiting For
TL;DR • The Washout: A classic panic sell-off cleared excess leverage.
open.substack.com
February 2, 2026 at 9:01 PM
The crypto mood feels heavy with doubt right now, but this piece quietly explores why Bitcoin’s weekend dip below $75K (now steady near $78K) might be the calm before the next rise—read here if you’d like a steadier perspective: open.substack.com/pub/bryantal...
Truflation’s real-time US CPI index has fallen sharply to 0.86% year-over-year as of February 1, 2026—well below the BLS-reported 2.70% and the Fed’s 2% target—indicating that deflation, rather than persistent inflation, now represents the greater risk to economic growth and monetary policy.
February 1, 2026 at 4:36 PM
Truflation’s real-time US CPI index has fallen sharply to 0.86% year-over-year as of February 1, 2026—well below the BLS-reported 2.70% and the Fed’s 2% target—indicating that deflation, rather than persistent inflation, now represents the greater risk to economic growth and monetary policy.
An investment in knowledge pays the best interest.
January 31, 2026 at 6:19 PM
An investment in knowledge pays the best interest.
AI agents are forming their own languages, lobster-themed religions, and secret communities—humans are screenshotting it all; see what’s really happening on Moltbook. open.substack.com/pub/bryantal...
January 31, 2026 at 2:20 PM
AI agents are forming their own languages, lobster-themed religions, and secret communities—humans are screenshotting it all; see what’s really happening on Moltbook. open.substack.com/pub/bryantal...
Kevin Warsh as Fed Chair could end QE and spark real growth without inflation—my deep dive on what it means for markets, Bitcoin, AI wealth, and your strategy: bryantalksfinance.substack.com/p/kevin-wars...
Kevin Warsh: Growth Doesn’t Always Cause Inflation
Trump’s Fed Pick Challenges the Old Rule on Prices and Prosperity
bryantalksfinance.substack.com
January 30, 2026 at 5:09 PM
Kevin Warsh as Fed Chair could end QE and spark real growth without inflation—my deep dive on what it means for markets, Bitcoin, AI wealth, and your strategy: bryantalksfinance.substack.com/p/kevin-wars...
Trump nominates Kevin Warsh for Fed Chair—a pro-growth pick pushing lower rates. Expect faster cuts than Powell, easing borrowing but likely weakening the dollar. 🚀💵
January 30, 2026 at 12:40 PM
Trump nominates Kevin Warsh for Fed Chair—a pro-growth pick pushing lower rates. Expect faster cuts than Powell, easing borrowing but likely weakening the dollar. 🚀💵
Big Tech earnings just validated Dan Ives’ $8–$10 Nvidia multiplier: multi-year memory deals locked in, Meta doubling capex to $135B, Apple iPhone demand exploding—AI’s structural boom is real and accelerating. Full breakdown here: open.substack.com/pub/bryantal...
Every Nvidia Dollar Is Turning Into $8–$10. Here’s Why That Matters.
Big Tech earnings dropped this week, and the numbers tell a story I’ve been tracking for months: the AI boom isn’t hype—it’s structural, and the proof is in the receipts.
open.substack.com
January 30, 2026 at 1:42 AM
Big Tech earnings just validated Dan Ives’ $8–$10 Nvidia multiplier: multi-year memory deals locked in, Meta doubling capex to $135B, Apple iPhone demand exploding—AI’s structural boom is real and accelerating. Full breakdown here: open.substack.com/pub/bryantal...
Trump just called the falling dollar “great” — and it’s already at 4-year lows — here’s why today’s Fed meeting is mostly theater and the new era of softer dollar + tariffs + AI-driven growth is just getting started: open.substack.com/pub/bryantal...
The Dollar’s Falling—and Trump Thinks It’s “Great.” Why This Fed Meeting Is the End of the Old Era
It’s Fed day in New York City—January 28, 2026—and the financial world is tuned in for Jerome Powell’s press conference after the FOMC meeting.
open.substack.com
January 28, 2026 at 8:52 PM
Trump just called the falling dollar “great” — and it’s already at 4-year lows — here’s why today’s Fed meeting is mostly theater and the new era of softer dollar + tariffs + AI-driven growth is just getting started: open.substack.com/pub/bryantal...
We are entering AI’s "awkward teenage years"—a critical 24-month window where the race to AGI will determine the trajectory of human progress for the next century. open.substack.com/pub/bryantal...
AI’s Awkward Teenage Years: The 24-Month Race to AGI
Why the next two years will determine the trajectory of the next century
open.substack.com
January 27, 2026 at 5:49 PM
We are entering AI’s "awkward teenage years"—a critical 24-month window where the race to AGI will determine the trajectory of human progress for the next century. open.substack.com/pub/bryantal...
Progress isn’t linear; it’s the persistence through volatility that carves the path.
January 27, 2026 at 3:32 PM
Progress isn’t linear; it’s the persistence through volatility that carves the path.
Markets reward those who see tomorrow’s value in today’s uncertainty.
January 27, 2026 at 12:14 AM
Markets reward those who see tomorrow’s value in today’s uncertainty.
In a fragmented world of geopolitical tensions and frozen assets, Bitcoin and Ethereum offer neutral, always-on money that no single government controls—making them essential infrastructure as 2026 approaches: bryantalksfinance.substack.com/p/bitcoin-an...
bryantalksfinance.substack.com
January 26, 2026 at 6:41 PM
In a fragmented world of geopolitical tensions and frozen assets, Bitcoin and Ethereum offer neutral, always-on money that no single government controls—making them essential infrastructure as 2026 approaches: bryantalksfinance.substack.com/p/bitcoin-an...
The best writing isn’t about being the loudest voice in the room—it’s about being the one that helps people see the room more clearly.
January 26, 2026 at 3:23 PM
The best writing isn’t about being the loudest voice in the room—it’s about being the one that helps people see the room more clearly.
Every supercycle starts with disbelief. Then doubt. Then quiet conviction. We’re somewhere between doubt and conviction right now.
January 26, 2026 at 3:21 PM
Every supercycle starts with disbelief. Then doubt. Then quiet conviction. We’re somewhere between doubt and conviction right now.
Ideas are cheap. Connecting the dots between hype and reality—and sharing it honestly—is what builds something lasting.
January 26, 2026 at 3:19 PM
Ideas are cheap. Connecting the dots between hype and reality—and sharing it honestly—is what builds something lasting.