Tristan's Real-Time Research Feed

Meh ...

Published by Tristan's Real-Time Research Feed

October 3rd, 2024

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Rates ...

Published by Tristan's Real-Time Research Feed

October 3rd, 2024

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Wow???!!!

Published by Tristan's Real-Time Research Feed

October 3rd, 2024

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If you population ages ... so does your workforce ...

Published by Tristan's Real-Time Research Feed

October 3rd, 2024

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Particularly if healthcare is expensive and if pensions provision is personally funded ... mind you that does pre-suppose your life expectancy rises ... which as the bottom chart shows ... is not a given ... even in an advanced economy...

What does credit think?

Published by Tristan's Real-Time Research Feed

October 3rd, 2024

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Great article on ai and how important the physical infra is as part of an enduring business model ...

Published by Tristan's Real-Time Research Feed

September 30th, 2024

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This was a lesson learnt in the crucible of the industrial age ... big oil ... the firms that owned the infra survived the anti-trust ... those that didn't ... didn't !

https://benn.substack.com/p/do-ai-companies-work

My favourite word ... capex...

Published by Tristan's Real-Time Research Feed

September 27th, 2024

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It's not like it wasn't important before we discovered ai ... but the sheer scale of what's need to meet digital and climate objectives way out runs what's currently been collected by specialised firms that know how to deploy it ...