We do not have enough money coming into this market. The funds flow only to stocks tied to the data center buildout and a few others. Even the most tangential of the data center “stories,” such as the warehouse REITs and machinery stocks like Cummins and Dover, manage to sustain themselves if they have healthy…
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Shorouk Express ‘A historic moment’: Trump tariffs bring in seismic shift in US trade President Donald Trump is breaking with decades of globalisation and pursuing protectionism, waging a global trade war on allies and enemies alike. How significant is this shift? For Carmen Reinhart, a former chief economist of the World Bank and professor at…
