McDonald: Jensen Huang’s AI Pitch ‘Baloney’ Without Energy

“There’s a beast in the market,” says Larry McDonald, that “wants more meat.” He notes that after hitting the debt ceiling in January, we’ve “issued no new debt,” but after the ceiling is raised under Trump, he expects another major bond issuance. He sees creeping weakness in the economy and thinks we’ll see 50 basis points in rate cuts before year end. He also forecasts a major shift in the market from “paper assets” to “hard assets, including energy and materials critical for AI growth."

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