Karl Schamotta
karl-schamotta.bsky.social
Chief Market Strategist, Corpay by day. Nerd by night. Opinions expressed are solely my own and do not express the views or opinions of my employer.
👤 Joined on 17 agosto 2024
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- 17 Ağu 2024, 09:28
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❤️ Beğendiği Gönderiler
Doorman asked me if the AI trade is over. 😬
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I think the Van Nieuwerburgh paper is worth reading, but it also doesn't say what people seem to *think* it says. (The AI boom is *not* bigger than other investment booms, but it *could* be if current trends continue for the next 7 years). www.brookings.edu/wp-content/u...
Show PostWhen I posted this on Xitter yesterday, I triggered some crypto maxies. This is my favorite reply so far.
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True Bipartisanship is when the Elephant Party is also the Ass Party. And yes, I did a fact check.
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