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An estimated $6.7 trillion in US data center investment by 2030. So who pays for it?
@JohnFMauldin looks at how hyperscalers and neo clouds are funding the AI buildout, and at what the credit default swap market is saying about CoreWeave.
mauldineconomics.com/frontli…
#AI #DataCenters #Credit #Investing
French 10-year yields are near a 24-year high and protesters are on the streets. @EdDAgostino explains why he sees France as one potential preview of America’s own debt problem, and why he thinks the US can still avoid that fate.
mauldineconomics.com/global-…
#Macro #Debt #Bonds #France #Economy
The Russia-Ukraine war has become a war on grain. September wheat loadings were down about 78% year over year, and food prices are rising.
@JacobShap explains what’s at stake:
mauldineconomics.com/the-wor…
#Grain #FoodPrices #BlackSea
From 2020 the US has had three big wireless carriers. SpaceX wants to make it four again with Starlink Mobile. Kelly Green looks at what that means for the dividends at Verizon, AT&T and T-Mobile, and which warning signs to watch.
mauldineconomics.com/dividen…
#Dividends #Telecom #Starlink #IncomeInvesting
Mauldin Economics retweeted
I can't think of a better way to get future generations of Americans to care about all the important work SpaceX $SPCX is doing.... to learn about this stuff, and get excited about building toward a better future.
This is much better than some sort of managed public benefit fund or something like that. He's talking about his personal shares, too, not issuing new shares.
And it's doable. If he gave one share of SPCX to all 72 million or so kids under 18 in the US, that would be about 1.1% of his total SPCX holding if my math is right.
And while we don't know anything yet about eligibility or the mechanism through which he'd attempt to do this, the existing Section 530A accounts (the "Trump Accounts") could be a way to do it.
John Mauldin is bullish on AI’s long-term impact. He’s also spent two years warning about the spending behind it. Now he sees cracks in the financing, starting with Oracle and CoreWeave.
“There will be losers.”
mauldineconomics.com/frontli…
#AI #Investing #Markets #Oracle
Mauldin Economics retweeted
Not gonna lie, one of my favorite titles ever
Some thoughts on why and how France could turn things around more quickly than appreciated
If you haven't signed up for my weekly missive for
@mauldinecon please do so
mauldineconomics.com/the-wor…
Mauldin Economics retweeted
This week, I hosted my annual Daily Dirtnap conference in Nashville. About 140 people were in attendance, with some of the brightest minds in finance as presenters. And a party at Nashville's greatest underground club!
Everything about it was perfect. And thanks to all those who helped with the details so I could focus on the content. We'll be doing it again next year.
Thanks to speakers: @TgMacro, @EricBalchunas, @barryknapp, @VD718, @Seawolfcap, @JanvanEck3, @CultishCreative, @MebFaber, @cafreiman, @pboockvar, Mark Lapolla, John Burns, and Marcin Zdunek.
If you want to come to the best financial conference on earth, you must be a subscriber to The Daily Dirtnap. DM me for details (and a discount).
This week, Kelly Green could be forced to sell AbbVie shares below market price. Here’s why that would still count as a win, and how covered calls can fit into an exit strategy.
mauldineconomics.com/dividen…
#DividendInvesting #CoveredCalls #IncomeInvesting #Options
John Mauldin names the biggest problems he sees today: tight oil and diesel supply, and rising interest rates with widening credit spreads. Plus why a household humanoid robot may be further off than the hype suggests.
mauldineconomics.com/frontli…
#Oil #InterestRates #Macro #Robotics
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, told @EdDAgostino we’re “still hanging out in this inflationary boom.” So what happens if AI and robots start pushing costs down?
mauldineconomics.com/global-…
#Inflation #Macro #AI #Investing
Flávio Bolsonaro edged out Lula 47% to 45% in Brazil’s first round, setting up an October 25 runoff. @JacobShap explains what Brazil’s turn to the right means for the region, for US strategy, and for Brazil’s economy.
mauldineconomics.com/the-wor…
#Brazil #Geopolitics #LatAm #BrazilElection
Nike ($NKE) shares have dropped hard this year, and the dividend yield is now around 4.8%. Is this a turnaround or a sinking ship? Kelly Green looks at the dividend's track record, the Pace restructuring plan, and what she'd need to see before buying.
mauldineconomics.com/dividen…
#Nike #DividendInvesting #Stocks
September payrolls rose just 29,000. Is that enough?
@JohnFMauldin on shrinking breakeven job estimates, every sector but government paying down debt, and the factory construction boom nobody talks about.
mauldineconomics.com/frontli…
#Economy #JobsReport
What happens when an AI agent moves your idle cash for you?
Apollo's chief economist Torsten Sløk has a name for it: an "agentic bank run."
Ed D'Agostino on what that could mean for banks, and who your agent really works for.
mauldineconomics.com/global-…
#AI #Banking
The Louisiana Purchase gave the US the largest interconnected navigable waterway system in the world. @JacobShap explains why America is neglecting it while China builds its own, including a $10 billion canal finished in four years.
mauldineconomics.com/the-wor…
#Geopolitics #Infrastructure #China
A reader asked Kelly Green if any dividend ETFs fit her approach. She explains why one of the biggest dividend funds doesn't make the cut, and names two she prefers.
mauldineconomics.com/dividen…
#DividendInvesting #ETFs #IncomeInvesting
Savers have wanted higher returns for almost 15 years. @JohnFMauldin says financial repression is ending, with 4.9% on two-year Treasuries and 7.7% on high-yield bonds. Plus: why a diesel export ban is "a dumb idea."
mauldineconomics.com/frontli…
#InterestRates #Bonds #Investing
ECRI (@businesscycle) co-founder Lakshman Achuthan believes we're in an inflationary boom, with inflation staying high even if oil prices come down. Ed D'Agostino talks with him and digs into the low-hire, low-fire job market.
mauldineconomics.com/global-…
#Inflation #Economy
