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The question is why did Blackstone pull out now - not something one does at market bottoms - as doubts are creeping whether the Mag 7s will continue funding the AI expansion with unlimited capex, while grassroots outrage against data centers is exploding everywhere.
Zerohedge Debates
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine

Redemptions were only the beginning...

...the gap between top 10 market caps & EPS contributions has narrowed to smallest spread in years…

AI is likewise becoming one big short correlation trade...

How high can we push valuations before something snaps violently?

...markets reconcile ambition with economic scarcity...

Why investors may be overlooking the biggest risks facing today's markets.