The Biggest Risk Everyone Already Knows About
The big risk in the markets rarely comes from the place where everyone is looking.
You often don’t see where it’s coming from.
Right now everyone is well aware of the biggest risk — it’s AI by a mile.
It checks all the historical boxes of a capex boom that ends in a bust.
Allow me to count the ways in chart form.
The Financial Times has some good charts that put this into both current and historica...
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