When You Bet Against the Market: Bessent and a History of Losing Fights
In 1992 Bessent was on the Soros team that broke the pound. In 2026 he is defending Treasury yields and the yen. History offers three endings.
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In 1992 Bessent was on the Soros team that broke the pound. In 2026 he is defending Treasury yields and the yen. History offers three endings.
What demand picture is today's AI spending pricing in? Two scenarios. The $200 billion commitments only stop looking insane in one of them.