Two Economies Under One Headline: 5 Takeaways on the AI Build-Out
Data center construction, rising tech and power prices, and white-collar layoffs: five takeaways on how the AI build-out is reshaping the economy, and why it matters for investors.
Is the AI Boom Ending? The Signals a Former Wall Street Banker Watches
How to tell when the AI trade turns: hyperscaler returns, chip rental prices, the next supply bottleneck and cheap open models, from my conversation with former JPMorgan banker Daniel Anderson.
The Myth of the Oil Crisis: What 25 Years of False Alarms Should Teach You About Your Own Portfolio
Robin Mills, author of The Myth of the Oil Crisis, on why a supply gap bigger than 1973 hasn’t moved oil prices the way headlines suggest, and what that gap between crisis and mechanics should teach every investor about their own portfolio.