Rob on Mythryl: “Keynes famously said that “markets can remain irrational longer than…”

@robertferry.bsky.social

Keynes famously said that “markets can remain irrational longer than you can remain solvent.” Well, it looks like the irrationality may be finally starting to break but it remains to be seen how steep and far the decline will be before irrationality kicks back in.

nytimes.comWeak Links Start to Show in A.I. Borrowing (Gift Article)Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there are broader problems with the data center build-out.

18/10/26, 12:00 am0 reposts3 likes

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