Day One Part Two from the Milken Institute Global Conference
Bloomberg Businessweek
Economic Analysis and Investment Strategies in Divergent Economies
The chapter delves into shorting the Hong Kong dollar, citing economic disparities between Hong Kong and the U.S., and investing in U.S. regions experiencing population migration for capital growth. It also discusses the rising power requirements of hyperscale data centers and the imperative of constructing new power plants to accommodate the escalating demand.
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