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Wall Street Today: Market Ends Wild Political TV Day in the Green
A Buyout of Walgreens Is Supposed to Boost the Stock, but This Analyst Says Sell
Drawing lessons from history, is this wave of AI capital expenditure a boom or a bubble?
Deutsche Bank believes that historically, capital expenditure booms often end in collapse. The key factor that distinguishes prosperity from recession is the level of leverage (debt) involved. Historical experience shows that credit-intensive capital expenditure booms often lead to more severe recessions. Considering the current AI spending boom, which is primarily funded by the profits of large Technology companies in the USA rather than debt, this somewhat reduces systemic risk. However, the ratio of USA household net Assets to disposable income is at a historical high, and the concentration of the stock market has also hit a new high, which increases the systemic risk brought about by the transmission of wealth effects.
Express News | Boeing Says It Is Working With SPS to Assess and Manage Impact of Fastener Factory Fire
Express News | Exclusive-Airbus Says It Is Too Early to Confirm the Extent of Exposure but Expects SPS Fire Impact to Be Limited
Express News | Exclusive-GE Aerospace Says It Is Taking Proactive Steps to Minimize Disruption and Ensure Continued Delivery to Customers After Fire
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151453268 witso : Just touched down for work, may use some hard earned to top up some gold positions, economy of scale, but i think with your buzz and many other channels almost excited for gold i am positive this year gold could come on the boil
Galaxy DrifterBottle : May I ask what Golden Industrial Concepts are available.