@RobStonks1 What if mag7 forced to stop spending capex cause bad financials? Mag7 could still be a bad trade then despite memory shortage fading. Might be easier to short memory on first signs of weakness in capex
@BMJYorston Because the public and government dont engage on policies on the basis of their merit, otherwise the country wouldn’t be in this mess. it’s all short term soundbites and strawmans.
@Dykeocletian London, were able to grow through stupid UK policies. Also because services are less sensitive to stuff like high energy prices and high taxes on employment. Whereas the rest of the UK isn't
@Dykeocletian plenty of other countries don't have 1 city making up majority of its economic activity. It's not london "hoovering" up investment away from rest of UK, that's such a rent-seeking no-growth mindset adopted from UK being stagnant for 20 years. it's that the network effects of 1/