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Rob Arnott
Author Archive
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May 21, 2025
Stimulus Does Not Stimulate
Increased government spending and debt issuance, rather than encouraging economic growth, may actually stifle it.
Mar 27, 2025
AI Boom vs. Internet Boom: A Movie Replay?
The narrative-driven AI boom of Nvidia and the Magnificent Seven echoes that of the dot-com bubble exemplified by Cisco and the Four Horsemen. The Research Affiliates Fundamental...