Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.
Joined February 2011
1.6K Following 16K Followers
Nominal growth🔥
ISM Manufcturing PMI at 55.5
Prices index eases, but still hot at 75.2
Notable comment 😎
"Any commodity consumed by AI/data centers is in a crunch, both for supply and pricing. We keep wondering when the madness will stop."
@RyanDetrick @CarsonResearch
Show more
