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Monthly Archives: July 2026
The $2.5 T IOU – Big Tech’s Off-Balance-Sheet AI Bet
One of the most durable comforts in the AI trade has been the belief that hyperscaler capex is discretionary. If demand for chatbots and coding tools disappoints, the thinking goes, Big Tech simply turns off the taps. Bloomberg Opinion’s Chris … Continue reading
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Tagged AI, Artificial Intelligence, finance, Investing, Technology
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Global Risk Monitor: Week in Review – July 10
Ceasefire Off, Risk Still On: Positioning Into a Loaded Week The market’s message last week was unambiguous: geopolitical tail risk gets sold, not bought. Trump declared the US-Iran ceasefire over, both sides exchanged attacks in the Strait of Hormuz, the … Continue reading
The Commie Conspiracy to Save Your Wallet
God help us. The godless Commies are on the march! New York City has adopted a new rule that bans companies from using deceptive subscriptions to trap customers into paying for gym memberships, streaming services and other recurring charges, the … Continue reading
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Global Macro Monitor 