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Author Archives: macromon
Retreating America, Rising China: Fareed’s Warning
Must view, folks.
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From Hours to Minutes: AI’s Productivity Edge
A new Stanford University and World Bank survey (December 2024, 4,278 U.S. adults) reveals just how transformative generative AI has become in everyday work. Researchers compared the average time to complete 18 common tasks with and without AI tools, and … Continue reading
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Uncle Sam’s AI Bubble
When Sam speaks, you’d better listen. “Kernel of truth” equals ambiguity of value in our book. BTW, you heard it here first in last night’s post. Caveat emptor, Comrades. …market observers are increasingly uneasy about stretched valuations. Equity prices have … Continue reading
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How the AI Bubble is Propping Up the U.S. Economy
Must view video, folks. May be the most important 4 1/2 minutes of your life! “AI is most likely both a bubble and eventually going to be the most important technology of the 21st century.” The biggest hyper scalers…the big … Continue reading
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Global Macro Monitor 