The AI 5 versus the S&P 495
The Macro Trading Floor
The Disparity Between Macro and Index Performance of Equities
The rebound that we've seen is very, very driven by a few thematics. We have a generally weak macro sentiment paired with a few semantics moving the needle on an index level. It's kind of an interesting environment. Any company mentioning AI actually, I think Google mentioned it a hundred times in the earnings cold or something like that gets a boost. And so animal spirits can just trump anything else, including higher interest rates.
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