Latest / Eurodollar University
The AI Bubble Just BURSTS, And It's Sending a MASSIVE Warning to the Entire Economy
There are growing signs the AI bubble has indeed been a bubble and it may be reversing. That's not great for stocks, obviously, but the potential goes way beyond plaguing equities. There are direct impacts as well as, most importantly, the combination with other negative factors producing a confluence of too many headwinds.
Eurodollar University's Money & Macro Analysis
Bloomberg Microsoft Abandons Data Center Projects, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-says
Bloomberg Alibaba’s Tsai Warns of ‘Bubble’ in AI…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.