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But we saved everything 🙂.
Howard Lindzon draws a connection between a surge in capital expenditures and an increase in risk-taking within the economy.
His latest commentary suggests that current market conditions are encouraging participants to take on greater risks, raising questions about sustainability and potential consequences.
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Lindzon recently highlighted Berkshire Hathaway’s acquisitions and record highs for Schwab, genomics, biotech, and tech companies. He has also acknowledged the contributions of Alex Comanechi, Nadia Karp, and PLTR within the financial sector in a separate post. These observations follow his comments on rising risk-taking amid increased capital expenditures.