Insightful Economic Forecasts for the Year Ahead 🔮📈
You just got a new subscriber 😄 Small-cap finally went up after a couple of years of expectancy, I guess the trend will continue.
Fascinating macro take on 2025, especially the prediction about energy costs - I've heard that in the semiconductor space, some companies are already factoring lower energy costs into their AI chip production forecasts.
Sometimes you need to make those models work. Other times, you're close to the industry and see things before others do. Let's hope for the latter
You just got a new subscriber 😄 Small-cap finally went up after a couple of years of expectancy, I guess the trend will continue.
Fascinating macro take on 2025, especially the prediction about energy costs - I've heard that in the semiconductor space, some companies are already factoring lower energy costs into their AI chip production forecasts.
Sometimes you need to make those models work. Other times, you're close to the industry and see things before others do. Let's hope for the latter