The Full Ledger

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Page 173

One Of The World’s Biggest Money Managers Walks Away From Mag7

One of the world's largest money managers just made a dramatic bet against America's most powerful tech companies, and the reasoning behind the move raises uncomfortable questions about whether AI spending is a trillion-dollar…

Douglas A. McIntyre · 3 weeks ago

Inflation Odds Move Toward 100%

Diesel at record highs, beef prices surging, mortgage rates climbing, and consumer confidence cratering. A web of pressures is tightening around the economy all at once, and the Fed may have far less room…

Douglas A. McIntyre · 3 weeks ago