~businessinsider | Bookmarks (2)
-
'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...
-
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...