Top Tweets for #RESHORING

Well if you have a productivity gain it's for???? TADA! More Production. And if your productivity boom does not result in more production versus consumption, that is a shrinking trade deficit? (more production vs consumption shrinks the trade deficit) That means that your productivity boom is ? Blah blah blah. In the post civil war productivity boom, you had initially large imports of inputs to build the bulding blocks of production but after 5 years it reversed because your productivity boom. In China the loop was 1-5 years in the 1980s. SO, you can't have a productivity boom without production. You can't have a productivity boom when you imports keep going higher versus production (you know the stuff the productivity boom was supposed to stimulate duh..) So we might still be in the lag period BUT if the production vs consumption (that is trade deficit) DOES NOT correct? Blah blah blah, it will become a certified spending boom with only financial assets as exports. The jury is still out but the clock is ticking.

Big Tech CapEx has reached unprecedented levels: The combined CapEx of Amazon, $AMZN, Google, $GOOG, Meta, $META, and Microsoft, $MSFT, is expected to surge +98% YoY, to a record $715 billion in 2026. This is nearly 3 TIMES the amount spent in 2024 and more than 5 TIMES 2023 levels. Amazon now expects CapEx to approach a record $200 billion this year. This is followed by Google and Microsoft which are both guiding $190 billion in CapEx for 2026. Meta has also raised its expectations by +$10 billion to $125-$145 billion. To put this differently, each company is projected to spend nearly as much in 2026 as they did in the previous 2 years combined, or more. The AI Revolution is set to accelerate.