1 Bloomberg’s #JohnAuthers: In the US, #capex on everything other than #tech is actually falling. That might suggest that the #AI boom is leading to #malinvestment. 🧵

Bloomberg’s #JohnAuthers on impact of Mon #SCOTUS rulings: “A change of party in the White House could now mean a very swift and drastic shift to #regulations. That won’t help #confidence in the #US as a jurisdiction, and should stoke up plenty of #volatility before #elections”

“So is this the moment the #bubble bursts? Probably not, but it’s a mighty interesting juncture” #JohnAuthers #AI #tech #markets 🎁🔗 www.bloomberg.com/opinion/news...

Double, Double Toil and Bubble...

“Monday’s extraordinary gyrations in #oil settled nothing, beyond showing that there’s a lot of residual #optimism in the #US, which is still taking these events in stride.” www.bloomberg.com/opinion/news... #JohnAuthers

Enough Cool Heads Are Pulling ...

“Can anything deter #Trump from his #Greenland dreams? Yes of course, but I think that the obstacles are more likely to come from the #US and the courts than as a result of vows of #European solidarity.” via #JohnAuthers 🎁🔗 www.bloomberg.com/opinion/news...

Greenland Isn't as Big as It L...