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MTS Observer

MTS Observer

MTS Observer publishes content primarily concerning economics, business, and politics with a bias towards the free market and individual freedom.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues130SubscribersRead mtsobserver.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Oracle’s Commercial Real Estate Problem

As of November 30, 2025, Oracle announced almost $250 billion in planned new lease commitments, substantially all of which are related to data centers and “cloud capacity arrangements.”

a month ago
7
5

Kalshi Culture: How Gambling, Speculation, and Degeneracy Went Mainstream

In a recent interview, Tarek Mansour, the co-founder of Kalshi – a company with a marketplace where users gamble on the outcome of future events – said “the long-term vision [of the company] is to financialize everything and create a tradab...

2 months ago
10
4

Solutions to the Affordability Crisis Will Not Come from Government

In the midst of significant weakness in the job market, liquidity issues in money markets, and increased scrutiny of certain capital market bubbles, it has become apparent to all that an affordability crisis exists.

3 months ago
11
4

AI Bubble Seeks Preemptive Bailout With Taxpayers Footing the Bill

The dynamics of the ongoing “everything bubble” can be seen most vividly in the artificial intelligence (“AI”) space.

3 months ago
6
1

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  • MTS Observer
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