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Aug 06 2026

Tech Capex Keeping Real GDP Afloat

  • Aug 6, 2026

The economy feels like it is doing fine, but AI capex is carrying the load and, sans that, GDP has muddled along for three straight quarters.

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About The Author

Scott Opsal / Director of Investment Strategies

Scott Opsal Director of Investment Strategies

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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