Tag Archives: Technology

The $10 Trillion Bet: AI Capex Is Now the Macro Story

Posted on September 24, 2026 by macromon

A new Wall Street Journal piece by Konrad Putzier and Justin Lahart (“The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History,” Sept. 23) puts hard numbers on what our website has been flagging for a while: the … Continue reading →

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The $2.5 T IOU – Big Tech’s Off-Balance-Sheet AI Bet

Posted on August 1, 2026 by macromon

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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The $2.5 T IOU – Big Tech’s Off-Balance-Sheet AI Bet

Posted on July 31, 2026 by macromon

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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China’s EV Surge: A Tipping Point With Global Economic Ramifications

Posted on June 10, 2026 by macromon

Five Key Facts: BYD’s Stella Li projects China’s EV market share could rapidly approach 80% of new car sales. China’s EV penetration jumped from 6% of new car sales in 2020 to 53% in 2025. China accounted for 60% of … Continue reading →

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CyberFatwa: Tehran’s Retaliation Will Be a Click Away

Posted on June 17, 2025 by macromon

Recent intelligence from June 2025 confirms a sharp uptick in Iranian cyber activity directed at U.S. critical infrastructure, particularly the electrical grid. As Iran ramps up its offensive cyber operations,  utilities and cybersecurity officials have observed increased phishing attempts, credential … Continue reading →

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Mr. Softee Gets Lost in the Cloud

Posted on July 30, 2024 by macromon

Microsoft (MSFT) reported its fiscal fourth-quarter earnings, surpassing Wall Street’s expectations on EPS and revenue but falling short of cloud revenue forecasts, notably in its Intelligent Cloud segment. Despite this, overall revenue increased by 15% yearly, with Intelligent Cloud revenue … Continue reading →

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Smartphones Could Tell All The Food You Buy

Posted on January 24, 2019 by macromon
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How Good, or Bad, Will AI Get?

Posted on May 1, 2018 by macromon

Even as the use of artificial intelligence has grown over the past decade, outsized predictions about it destroying humanity or creating utopia haven’t come to pass, at least not yet. Bloomberg QuickTake explains what AI does for us now and … Continue reading →

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Robots Are Even Coming For The Wolves!

Posted on March 15, 2018 by macromon

An example of Mother Nature and her delicate balance, and the ‘bots that bail us out… For the last eight months, farms near Kisarazu City in Japan have been home to a horrifying robot wolf. But don’t worry, it wasn’t … Continue reading →

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Why Crude Oil Trades So Poorly

Posted on July 8, 2017 by macromon

Crude oil is the new widow maker.  It trades heavier than a wet dawg in a New York thunderstorm.    Rallies have no legs and it seems the only bid these days are the shorts scrambling for cover. Note the recent … Continue reading →

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