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The Week We All Found Out

The Compound and Friends

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Navigating the K-Shaped Recovery

This chapter explores the complexities of the current economy marked by a K-shaped recovery, highlighting how asset owners benefit more than others. It analyzes consumer spending trends, contrasting the success of Disney's parks with the overall decline in gambling in Las Vegas. The discussion emphasizes the interplay between consumer behavior, AI investments, and the broader implications for housing and interest rates.

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