
I. AI's Toxic Financial Trifecta
Recent AI jitters have been fueled by a potentially toxic trifecta of financial constraints: elevated borrowing costs, uncertain investment returns, and concerns about whether sufficient capital exists to finance everyone's ambitious AI spending plans. Consider the following:
End of free preview
Ed's analysis as news breaks — often the same day. Plus the full QuickTakes archive.
Individual investor? Get Ed's QuickTakes for personal use at yardeniquicktakes.com →