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AI + Reflexivity = Lower Rates


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Macrocat
Aug 10

on the sahm rule... "The lady doth protest too much, methinks"

profit margins to fall and away we go


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sky jiao
sky jiao
Aug 10

Great analysis, David. Do you think the Fed’s expected rate cuts will help prevent the U.S. economy from falling off a cliff and support the high growth story of the Magnificent Seven stocks?

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