The Market Ear
@themarketear
Exclusive insights, premium market analysis, and expert commentary.
Now part of Zero Hedge Premium.
가입 February 2019
204 팔로잉 중 90.2K 팬
Selling bonds to buy GPUs.
The additional tech supply may add only 5–15bp to global yields. That is not the real warning.
Credit is repricing the cost of AI while equities continue to price the dream.
더 보기
