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Monthly Archives: August 2026
For Pete’s Sake! $40 trillion?
This should sound familiar to the long-term Global Macro Monitor readers. It is beginning. Why do we have this gut feeling Japan and France will be the [next ] countries of focus… GMM, circa 2012
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RIP Tommy John, My Friend from the Bullpen
Tommy John died Saturday at his home in Bradenton, Florida. He was 83. The record books will note that he won 288 games across 26 seasons, that he made four All Star teams, that he is one of only two … Continue reading
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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