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Personal Finance Topics / Macroeconomic Trends and Risks
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Author: weatherman   😊 😞
Number: of 3853 
Subject: Re: Straw in the wind
Date: 12/04/25 10:31 AM
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its been clear that all the vaunted american consumer spending is coming from the upper K, and somehow that is seen by the market as a sustainable scenario.
but even that would not have masked gdp stats w/out the AI capex bubble.

https://coughlincapital.substack.com/p/the-illusio...
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