AI could mask policy chaos with real growth, leaving most investors underexposed or wrongly hedged.
Thoughts about risks. Perhaps the greatest risk isn’t a recession or economic slowdown, it’s getting too distracted by the noise. The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth… pic.twitter.com/e2fds7NWUc — THE SHORT BEAR (@TheShortBear) May 11, 2025 The correlation is what makes this …