Macro Insight Lab
Data-driven macroeconomic and financial market analysis
for the independent investor.
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Capitalized vs. Expensed Costs: How Expense Timing Changes Reported Profits
A company spends $100 million developing technology. If the cost is expensed today, current…
High Interest Rates and the Economy: Why Can Growth Stay Strong?
If high interest rates are supposed to slow the economy, why can consumers keep…
Can AI Become a Monopoly? Where the Real Economic Moats Are
Artificial intelligence appears to have many ingredients that could produce powerful monopolies. Training frontier…
Can Big Tech Maintain Its Profit Margins in the AI Era?
Artificial intelligence is creating new revenue opportunities for Big Tech, but it is also…
Free Cash Flow vs Earnings: Why Profits Can Rise While Cash Flow Falls
A company reports higher earnings. Revenue is growing, margins look healthy, and net income…
AI Power Bottleneck: Will Electricity Matter More Than GPUs?
For much of the AI boom, the investment story has centered on GPUs. That…
