The AI Capex Reality Check
When rates fall but earnings call the bluff.
The Fed cut, but markets are demanding proof: AI spending is no longer automatically “bullish” if margins do not follow. In today’s episode, we cover risk sentiment, Asia’s open, jobless claims, mortgage rates, CRE liquidity, major real estate transactions, and the latest crypto/stablecoin policy signals—plus a practical sales move you can run immediately. Also: a quick nod to SIMERP, the no-cost benefit that can save $630/year in taxes.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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The skinny
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