ASEAN

J.P. Morgan research chair: 32 countries now drive 95% of global growth, down from 54

10 calls: why Asia is absorbing most AI data-center spending outside the US, why Germany is most exposed to China's exports, and how AI cut the time to…

2 hrs ago • Scuttlebutt

2 years to a debt squeeze, and stocks are already in a bubble, Ray Dalio finds

10 calls: why he holds 5–15% of a balanced portfolio in gold but only 1% in Bitcoin, why he is short debt, and why he sees the midterms through 2028 as…

Oct 9 • Scuttlebutt

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