The question that has been dogging me is whether the pro-labour trade, is just the AI trade - which is at its heart a supercycle in semis. Below are things that suggest end of cycle.
Capital Flows and Asset Markets
WHAT PUTS THE FEAR OF GOD INTO ME
Preview
WHAT PUTS THE FEAR OF GOD INTO ME
Just charts
Capital Flows and Asset Markets
Explaining how capital flows and asset markets work
Explaining how capital flows and asset markets work
