Section
Data Center
9 posts
The AI Buildout's Hidden Balance Sheet: What to Know About Data Center Finance
Stijn Van Nieuwerburgh, professor of real estate at Columbia Business School, presented a landmark analysis of the AI…
The Real Constraint Is Power
When the GPU conversation ends, the electricity conversation begins.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
The Upsidedown: Whitney Baker's Case That the AI Bubble Is Already Collapsing Under Its Own Weight
A liquidity contraction is underway. The financial engineering holding the AI buildout together is beginning to fray. And…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
The AI Bubble: When the Architecture Cracks
The technology is real. The financial scaffolding around it may not be. That distinction is the organizing insight…
When Profits Become a Problem: Carlyle's Jason Thomas on the Hidden Risks Inside the AI Value Chain
Carlyle's Head of Global Research and Investment Strategy applies first-principles economics to the AI infrastructure boom and finds a troubling accounting identity lurking beneath record earnings.
Is America Energy Rich, Power Poor?
by Ed d'Agostino, Mauldin Economics Water, water, everywhere, nor any drop to drink." — Samuel Taylor Coleridge, The…
Data Center Debates
The pushback is more than mere token resistance.