Friday Haymaker

A Mauldin AI/Energy Analysis

Hello, Subscribers:

This week’s Haymaker is owed to dual sources. The first is John Mauldin of Mauldin Economics, one of the giants of the financial newsletter space, whose work we have referenced/shared over the years. The second is the man John himself references in the excerpted piece below (originally published on December 19th), Michael Spyker of HTM Energy.

Between them, John and Michael bring timely and essential analysis to the modern economy’s 800-pound gorilla of a question: How/with what to power AI infrastructure throughout the developed world?

Artificial Intelligence is playing a strange and at times frustratingly dynamic role in our economic construct. It is spoken of with both raving optimism and irrational dread. It is seen as a conduit to a flourishing future but has present-day implications whose management is becoming a policy imperative.