
Reformed Millennials - Learn Earn and Invest
Nobody’s Eating their Humble Pie
<p>Two weeks ago I sat in this chair and told you to stop arguing about whether AI is a bubble and watch two things instead: the bond market, and the war in the Middle East. We got our answer for both.</p><p>So let’s grade the tape - starting with the one that should humble every expert who opened their mouth this spring, including me.</p><p>The humble pie nobody’s eating</p><p>For four months we had a shooting war with Iran. For 90% of it, the Strait of Hormuz was effectively closed. A fifth of t...






