David Stockmans Contra Corner
david stockman| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 869 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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davidstockman.substack.comLatest Issues
Hurrah! Michigan Votes For No More Wars…….Again!
Exactly 50 years ago yesterday, your editor was sweating bullets. It was primary election day in Michigan and our long-shot race for Congress as a 29-year old libertarian hung in the balance owing to an attempted last minute smear.
The lat...
Hurrah! Michigan Votes For No More Wars…….Again!
Exactly 50 years ago yesterday, your editor was sweating bullets. It was primary election day in Michigan and our long-shot race for Congress as a 29-year old libertarian hung in the balance owing to an attempted last minute smear.
The lat...
The AI CapEx Boom, Scorching Cash Burns And Dotcom Circle Jerk 2.0 (Part 2)
Click on Title to Read
In Part 1 we revisited the late-1990s telecom and technology equipment boom and showed how booming reported sales and earnings at the tech high flyers of the day— Cisco, Nortel, Lucent and their peers—-rested upon th...
The AI CapEx Boom, Scorching Cash Burns And Dotcom Circle Jerk 2.0 (Part 2)
Click on Title to Read
In Part 1 we revisited the late-1990s telecom and technology equipment boom and showed how booming reported sales and earnings at the tech high flyers of the day— Cisco, Nortel, Lucent and their peers—-rested upon th...
The AI CapEx Boom And Circle Jerk 2.0 (Part 1)
Click on Title to Read
If you don’t think the so-called hyperscalers have jumped the shark on CapEx spending, take a gander at the graph below. During the relatively sane interval between 2004 and 2017 with respect to stock market action i...
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Authors
The writers behind this newsletter.
David Stockman was a Michigan Congressman, Reagan's budget director, a Blackstone Group and now publishes Contra Corner, a daily blog about the Warfare State, the Bailout State and crony capitalist corruption.
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