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Jun 04 2026
Stock Market

The Tree Obscuring The Forest

  • Jun 4, 2026

AI-infrastructure outlays stand like a Giant Sequoia in the dense forest of economic activity; the accelerated buildout is masking softer conditions across the rest of the economy. Figures for S&P 500 capex and GDP growth are being distorted by a narrow group of AI beneficiaries.

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About The Author

Scott Opsal / Chief Investment Officer

Scott Opsal Chief Investment Officer

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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