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Economy

bucolic_frolic

(56,017 posts)

2. Markets are distorted by $2 trillion capex spending on AI

Reply to multigraincracker (Original post)

Tue May 26, 2026, 11:39 AM

Tuesday

I just watched a Scottish journalist interview Jeremy Grantham ... he's much more candid outside the US. Took Greenspan to task, epic and lovely, but also showed how these big events - Covid, war, AI, dotcom era - can distort markets.

I don't know where the top is. My modest shorts are underwater. Mostly hedged, out of stock funds.