Steel and Aluminum Tariffs and The Possible Impact to AI Data Center Creation and Infrastructure

The relationship between global trade policies and the technology sector is becoming increasingly intertwined. With tariffs on essential materials like steel and aluminum recently being implemented or proposed, the ripple effects extend far beyond construction and manufacturing. One area significantly impacted is the data center industry, which forms the backbone of the AI revolution. This […]

Where’s This Market Bottom?

After Monday’s 1,200-point swoon, the S&P 500 (SPY) has fallen 20.88% from its February peak. And we may still have a “Sell in May” ahead of us. This was one of the most overbought stock markets in my career. I have to think back to the March 2000 Dotcom Top and the Tokyo bubble in […]

The One Safe Place in Real Estate

I feel obliged to reveal one corner of this time of great turmoil that might actually make sense. By 2050, the population of California will soar from 40 million to 50 million, and that of the US from 340 million to 400 million, according to data released by the US Census Bureau and the CIA […]