Bad News Is Good News with Danny Moses
MRKT Matrix
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Slowing Enterprise Spending and Impact on Stocks
This chapter discusses the impact of slowing enterprise spending on stocks like Hewlett-Packard and Box, along with the difficulty in quantifying the long-term revenue and earnings of the AI theme. It considers various factors affecting market allocation and highlights concerns about Japan's debt to GDP ratio, their currency weakening against the dollar, and the need for them to make changes as the largest holder of US treasuries. The chapter concludes with a discussion on market mindset and the importance of considering existential risks.
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