Robert Parenteau,CFA until CFAI CMO fraud revealed
@MacroEdge1
Renegade economist/investment strategist for top 50 Global Asset Manager & itinerant permaculturist.
459 Following 1.5K Followers
The AI capex boom, 2-3 years in, has brought no labor productivity or TFP boom, no product price deflation, no killer consumer apps, no household employment gains, no real GDP acceleration (it all bleeds out through imports) and massive equity price appreciation. Nice one.
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