Macro Analyst

Oct 8, 2026 · bearish

(https://www.marketwatch.com/story/a-strategist-who-called-the-asian-financial-crisis-sees-parallels-with-the-ai-boom-b45522ad?mod=mw_rss_topstories) — and he's identifying the right structural problem: AI's value proposition is theoretical, but the capex is real.

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