Chart of the Week·5 Jun 2026·7 min read
AI Capex Is Real. The Payback Window Is the Question.
The market is no longer debating whether AI infrastructure exists. It is debating whether the spending cycle is already borrowing revenue from the future.
Chart of the Week·29 May 2026·3 min read
Apparently Demographics Don't Matter Until They Do
Markets can ignore ageing populations for years. Demographics return the favour.
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