James E. Thorne says tight Fed policy is weakening the most rate-sensitive parts of the US market. In that backdrop, AI has become one of Wall Street’s few dominant trades, even as investors question how durable those gains will be.
published
James E. Thorne says tight Fed policy is weakening the most rate-sensitive parts of the US market. In that backdrop, AI has become one of Wall Street’s few dominant trades, even as investors question how durable those gains will be.
Latest documented BWB result
$MELI market result
Long $MELI CDS Expiring next Friday $1900/$1950 for $16 (which gives me $34 profit)
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