Nice chart showing growth rate of capex - which could be what matters. More granularly Soc Gen see peak growth rate in Jan 2027 and starts t…
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Finance
Hyperscaler Capex | Snippet Finance
Finance
Impact of AI on the Economy | Snippet Finance
This paper is an interesting unified framework to measure the impact of AI. Their result is more job losses (20m) and more disinflation. "As…
Finance
AI Productivity Impact Estimates | Snippet Finance
The dispersion of estimates is wide among academics. Source.
Finance
Japanese Stocks | Snippet Finance
"Foreigners own 33% of Japanese equities, up from 5% in 1990". Source: Apollo.
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