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PRODID:-//Grant Bishop//Claims review dates//EN
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X-WR-CALNAME:Grant Bishop — claim review dates
BEGIN:VEVENT
UID:review-w-1@grantbishop.com
DTSTAMP:20261110T223220Z
DTSTART;VALUE=DATE:20261130
DTEND;VALUE=DATE:20261201
SUMMARY:Grant Bishop reviews this claim: This inflation comes from broken s
 upply\, not too much money
DESCRIPTION:This inflation is coming from broken supply\, not from too much
  money. While it lasts\, owning the broad market is not the hedge our earl
 ier views assumed.\n\nhttps://grantbishop.com/claims/inflation-from-broken
 -supply
URL:https://grantbishop.com/claims/inflation-from-broken-supply
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:review-w-2@grantbishop.com
DTSTAMP:20261110T223220Z
DTSTART;VALUE=DATE:20261120
DTEND;VALUE=DATE:20261121
SUMMARY:Grant Bishop reviews this claim: The market is paying less for earn
 ings\, not doubting the businesses
DESCRIPTION:The summer sell-offs on beat-and-raise reports are the market p
 aying less for earnings\, not the businesses failing. They reverse when th
 e price of money stops rising.\n\nhttps://grantbishop.com/claims/market-pa
 ys-less-for-earnings
URL:https://grantbishop.com/claims/market-pays-less-for-earnings
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BEGIN:VEVENT
UID:review-w-3@grantbishop.com
DTSTAMP:20261110T223220Z
DTSTART;VALUE=DATE:20261115
DTEND;VALUE=DATE:20261116
SUMMARY:Grant Bishop reviews this claim: Spare computing capacity does not 
 stop new power construction
DESCRIPTION:Spare rented computing capacity moves work around\; it does not
  cancel new power and cooling construction\, which follows capital spendin
 g\, not chip scarcity.\n\nhttps://grantbishop.com/claims/spare-compute-doe
 s-not-stop-power-building
URL:https://grantbishop.com/claims/spare-compute-does-not-stop-power-buildi
 ng
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END:VEVENT
BEGIN:VEVENT
UID:review-w-4@grantbishop.com
DTSTAMP:20261110T223220Z
DTSTART;VALUE=DATE:20270228
DTEND;VALUE=DATE:20270301
SUMMARY:Grant Bishop reviews this claim: Gulf oil money may be paying for t
 he government-backed AI build
DESCRIPTION:Candidate claim: windfall oil revenue in the Gulf is flowing in
 to government-backed AI infrastructure\, which is why that demand has sepa
 rated from the rented-compute market.\n\nhttps://grantbishop.com/claims/gu
 lf-oil-money-and-the-ai-build
URL:https://grantbishop.com/claims/gulf-oil-money-and-the-ai-build
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END:VEVENT
BEGIN:VEVENT
UID:review-w-5@grantbishop.com
DTSTAMP:20261110T223220Z
DTSTART;VALUE=DATE:20261210
DTEND;VALUE=DATE:20261211
SUMMARY:Grant Bishop reviews this claim: The Fed under Warsh keeps raising 
 rates into this inflation
DESCRIPTION:The Warsh Fed tightens into this inflation rather than looking 
 through it\, and the pressure on stock prices from the rising price of mon
 ey continues at least through year-end.\n\nhttps://grantbishop.com/claims/
 fed-keeps-raising-into-inflation
URL:https://grantbishop.com/claims/fed-keeps-raising-into-inflation
TRANSP:TRANSPARENT
END:VEVENT
BEGIN:VEVENT
UID:review-w-6@grantbishop.com
DTSTAMP:20261110T223220Z
DTSTART;VALUE=DATE:20270228
DTEND;VALUE=DATE:20270301
SUMMARY:Grant Bishop reviews this claim: Spending on the AI build is runnin
 g ahead of its revenue
DESCRIPTION:Spending on the AI build is running ahead of the revenue it pro
 duces.\n\nhttps://grantbishop.com/claims/ai-spending-ahead-of-revenue
URL:https://grantbishop.com/claims/ai-spending-ahead-of-revenue
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END:VEVENT
BEGIN:VEVENT
UID:review-w-7@grantbishop.com
DTSTAMP:20261110T223220Z
DTSTART;VALUE=DATE:20271231
DTEND;VALUE=DATE:20280101
SUMMARY:Grant Bishop reviews this claim: AI's economy-wide productivity lif
 t does not arrive before 2028
DESCRIPTION:Businesses keep adopting AI\, but the economy-wide productivity
  lift does not arrive before 2028.\n\nReview: progress note each December.
 \n\nhttps://grantbishop.com/claims/ai-productivity-not-before-2028
URL:https://grantbishop.com/claims/ai-productivity-not-before-2028
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