Weekly Strategy Perspectives: The Muddy Middle
"Your perspective will become your prison or your passport. It will either confine you to the way things are or launch you into the way things are meant to be.”perspective will become your prison or your passport. It will either confine you to the way things are or launch you into the way things are meant to be.”
- Steven Furtick, evangelical pastor, author, Grammy-winning songwriter
The Through Line: Angsting over the viability and durability of the AI trade (Again. Still.) has dominated the narrative in recent weeks. Can it last? Will newly elected U.S. federal and state policymakers clamp down on growth prospects? Will the industry disrupt debt markets with too many capital demands? Is it a bubble about to pop, echoing 1999’s dotcom episode? Who’s making money? Who isn’t? Who’s protecting cash flow? What current business lines will become obsolete? So many questions. So few clear answers. There is no going back, yet the path forward remains shrouded in mystery. Thus, we’re stuck in the dreaded muddy middle. We outline some key touchstones that we’re probing for clues about the future.
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