Robert Parenteau,CFA until CFAI CMO fraud revealed(@MacroEdge1):The neoliberal growth formula relies on serial asset bubbles. The US AI capex boom is heavily dependent on Asian imports. If US companies had products to sell Koreans, this would induce an offsetting US export boom. Instead, foreign earnings get recycled thru a US equity bubble.

Robert Parenteau,CFA until CFAI CMO fraud revealed

@MacroEdge1

Renegade economist/investment strategist for top 50 Global Asset Manager & itinerant permaculturist.

Joined March 2015

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Robert Parenteau,CFA until CFAI CMO fraud revealed@MacroEdge1

2026.10.09 15:28

The neoliberal growth formula relies on serial asset bubbles. The US AI capex boom is heavily dependent on Asian imports. If US companies had products to sell Koreans, this would induce an offsetting US export boom. Instead, foreign earnings get recycled thru a US equity bubble.