Is History Repeating?
lionhill
2025-12-03 07:58:01
( reads)
Is History Repeating?
The Chart shows that asset bubbles always are associated with powerful capital spending overshoots. Usually, what happens is a big drop in interest rates when the bubble peaks. Will this time be the same? And, what impact will the "K-shaped" nature of the #AI boom have on capital spending, #interestrates and #BigTech stocks?