Mark Moss says AI, datacenters and industrialization could keep powering growth even as bond yields stay elevated. The contrast: private-sector momentum may withstand higher rates, while government financing is increasingly dependent on lower borrowing costs.
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Mark Moss says AI, datacenters and industrialization could keep powering growth even as bond yields stay elevated. The contrast: private-sector momentum may withstand higher rates, while government financing is increasingly dependent on lower borrowing costs.
Latest documented BWB result
$META market result
I sold the $META $655 Puts 9/25 for $7.60
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