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Category Archives: Uncategorized
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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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
Posted in Uncategorized
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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The Largest Global Unicorns
This graphic ranks the world’s most valuable unicorn companies — private firms commanding valuations of $1 billion or more, without ever answering to public markets.
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Contrarian View: Jeremy Grantham
This is well worth your time, Folks. A must view.
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Global Risk Monitor: Week in Review – June 19
Markets Navigate a Hawkish Fed Surprise as Asia Surges on AI Wave Week Ending June 19, 2026 Markets delivered a split verdict this week — a resurgent Asia riding the AI/semiconductor wave higher, while Wall Street grappled with a Fed … Continue reading
Global Macro Monitor 