Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
Investor concerns about the long-term economic consequences of the Iran war have largely faded though there are many unresolved issues. Investor attention has since turned to the consequences of the historic spending by the seemingly price insensitive hyperscalers (i.e. the companies that are building data centres to power AI applications).
