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Open original source ↗The accounting mismatch in capex booms highlighted. It’s material in the tech space right now.
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One common belief about bubbles is that they require extreme overvaluation. GMO Head of Asset Allocation Ben Inker explains why some bubbles can occur when valuations look reasonable. And why that situation may apply today. https://t.co/3nTXYx7u5P
excessreturnpod ↗