~businessinsider | Bookmarks (2)
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'Big Short' investor Steve Eisman details the 4 themes that have him betting on a turbocharged infrastructure boom instead of chasing AI hype
Steve Eisman expects infrastructure to boom thanks to AI demand, grid investing, onshoring, and greenification, he...
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Russians are freezing as Soviet-era infrastructure in the country crumbles —and Moscow keeps spending on war
Funding for public utilities made up just 2.2% of Russia's total expenditure in 2023. Meanwhile, Moscow...
