Marko Papic @Geo_papic
BCA Research. Geomacro strategist. Author of Geopolitical Alpha. Podcast host of "Geopolitical Cousins." Views on Twitter are my own. geopoliticalalpha.com Santa Monica, California Joined March 2022-
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On a serious note, until the answer to "AI to do what?" question is revealed to actually be "NOTHING PRODUCTIVE," the AI capex mania will continue. I, for one, think the whole thing will end in tears. But have absolutely no intention to fight it.
On a serious note, until the answer to "AI to do what?" question is revealed to actually be "NOTHING PRODUCTIVE," the AI capex mania will continue. I, for one, think the whole thing will end in tears. But have absolutely no intention to fight it.
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Kind of shocking that it has taken this long for this... At the same time, it is NOT shocking that France (yet again) leads the way... Is another global May 1968 around the corner? reuters.com/business/finan…
Signs that the Buenos Aires Consensus is over are kind of everywhere... thetimes.com/uk/politics/ar…
I think about this chart a lot... In terms of "what is next" and what is NOT next.
This is really interesting. In my view, the White House is laser focused on unleashing the massive amount of wealth stored in US housing equity. I fully expect them to find a way to let the floodgates open. Whatever it takes. (Also, no more detox talk!)
This is really interesting. In my view, the White House is laser focused on unleashing the massive amount of wealth stored in US housing equity. I fully expect them to find a way to let the floodgates open. Whatever it takes. (Also, no more detox talk!) https://t.co/ZgZ2yUoe6l
One of the great things about working for a 76-year old firm is finding out how many people's lives @bcaresearch has touched in its eight decades! Here is me bumping into the GREAT-nephew of Hamilton Bolton, founder from back in 1949. I had a great time with Andrew in Montreal!
This is actually negative for stocks. I know... crazy. But hear me out: tariffs are the reason that OBBBA was not negative for bonds. If that revenue is gone, OBBBA math is completely different. And it's all about the 10yr for equities right now. reuters.com/legal/governme…
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