Hyperscalers
Is the AI Capex Boom Finally Reaching a Limit?
The hyperscalers have now reported after the SOX index suffered a 21% decline in July, with Micron down 41% from…
Here is How China Win’s The AI Power Race
China, accounting for 20% of the export of world manufactured goods and around 30% of world manufacturing output (value-added), has…
The Memorandum of Misunderstanding
It remains surprising the degree to which markets have remained calm since the original US-Israel attack on Iran on 28…
Has Passive Investing Gone Too Far?
This writer was interested to read of late about research on the distorting impact of passive investing, most particularly in…