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Nvidia Breaks Away

The Compound and Friends

00:00

Intel's Reshoring Strategy Supports Industrial Real Estate

There's still tons of money on the sidelines. There's dry powder, I think, in venture. And people forget you're not buying the economy when you buy the stock market,. You're also not even buying enterprise spending. John Sutter: The bear case for 2023 is earnings, which was so far not so right.

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