Samantha LaDuc (@samanthaladuc): "As fully expected when I said March 3, that the selling had just begun and higher oil would spike global yields. NOW, the market has finally changed its outlook and now expects a lot more volatility. Best to be prepared… https://samanthaladuc.substack.com/p/ai-tech-capex-bust…"

As fully expected when I said March 3, that the selling had just begun and higher oil would spike global yields.

NOW, the market has finally changed its outlook and now expects a lot more volatility.

Best to be prepared…

AI Tech Capex Bust Meets Inflation Shock

Mar 22

7:30 PM