Gold Outlook Report 2023

Three Key Constraints That Could Derail The Data Center Buildout Story The data center investment macro story centers on hyperscalers such as Microsoft, Alphabet, Meta, and Amazon Web Services, whose massive cloud computing services are becoming the backbone for AI workloads, including ChatGPT and others. However, as we've previously noted, the data center buildout has run into supply-chain snarls, including memory chip shortages, power-grid constraints, and even a shortage of turbine blades for natural-gas generators. The data center boom powering the AI revolution is certaintly impressive to watch unfold, but it...

White House Says Cuban Regime Is "Bound To Fall" Authored by Travis Gillmore via The Epoch Times, White House press secretary Karoline Leavitt addressed the situation in Cuba, where the population of nearly 10 million are impacted by rolling blackouts and instability, during a press briefing April 8. She further clarified President Donald Trump’s recent statement that “Cuba is next,” after the U.S. military successfully detained former Venezuelan President Nicolás Maduro and his wife Cilia Flores Maduro before striking Iran in coordination with Israel. “I think when President Trump said that and he...

Inflation Fears Plummet As UMich Sees Democrats' Confidence Pick Up In February After rebounding strongly in preliminary February data (as Democrats came to their senses over the fearmongered Trump tariff-flation), the final UMich sentiment survey print slipped lower with the headline lowered from 57.3 to 56.6. Both Current Conditions and Expectations were lower than the flash print with the latter falling to 2 month lows and the former holding at 4-month highs... Does anyone else think its weird that all the numbers were exactly the same at 56.6 Source: Bloomberg Democrats and Republicans...