Category Archives: Main Page

AI mania has hyped costs and stock prices

Posted on June 5, 2024 by Danielle Park

The costs of running generative AI are mind-blowing considering energy, training, and materials, while the revenue case is still largely missing. In just one example, Silicon Valley venture capital firm Sequoia estimates that in 2023, the tech industry spent $50 … Continue reading →

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Easing begins as unemployment rises

Posted on June 4, 2024 by Danielle Park

We’ve long noted that their actions tend to be contagious once central banks start easing rates in response to disinflation and weakening global demand. This week, the Bank of Canada (BOC) and European Central Bank are expected to follow the … Continue reading →

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EPB Macro: recession signal still flashing

Posted on June 3, 2024 by Danielle Park

Eric Basmajian of EPB Macro offers valuable business cycle insight, and his latest educational video is worth watching. Eric warns that ” a lapse in patience is often a fatal flaw in using a business cycle process.” No truer words… … Continue reading →

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