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4min chapter
The AI 5 versus the S&P 495
The Macro Trading Floor
The Power of Narratives in the Economy
The typical lack between a liquidity crisis and the subsequent credit contracts in the real economy. This window where everything looks better than feared is probably pretty normal at this juncture. We've seen similar price action ahead of a wait, not that I compared this to a wait, but it felt kind of similar for a while.
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