2023.03 - Energy Outlook / US Debt Ceiling & Macro / OpenAI, Microsoft, & Nvidia
telltales.substack.com
This week we cover energy markets, political and macroeconomic implications of the US reaching the debt ceiling, the updated memo (attached), and we continue our discussion on the impact of OpenAI.
2023.03 - Energy Outlook / US Debt Ceiling & Macro / OpenAI, Microsoft, & Nvidia
2023.03 - Energy Outlook / US Debt Ceiling …
2023.03 - Energy Outlook / US Debt Ceiling & Macro / OpenAI, Microsoft, & Nvidia
This week we cover energy markets, political and macroeconomic implications of the US reaching the debt ceiling, the updated memo (attached), and we continue our discussion on the impact of OpenAI.