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Amid all the talk about the economic, stock and credit market risks that have been magnified by the AI spending frenzy, very few mention the unsustainable environmental costs. This discussion offers a taste of the implications for all of us. … Continue reading →

Different cycle, similar Enron-esque financial tricks and behaviours have compounded financial and contagion risks. The segment below connects some important dots. AI infrastructure is being financed by some of the world’s most conservative pools of capital, including life insurance companies … Continue reading →

Many good observations in this segment. If you have money in the stock market, you should understand what you are betting on. AI-linked stocks account for a record 45% of the S&P 500’s total market capitalization and drive nearly all … Continue reading →