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The Fed Put Still Lives | Vincent Daniel
Forward Guidance
The Fed's Quantitative Tightening Program and the Red Balance Sheet Goed Higher
The expansion of the balance sheet played a role in Y and NVIDIA is at 400 bucks right now. The SMB 500, above 4,200? It definitely played a role. There are other reasons why I think NVIDIA and the Magnificent Seven or whatever, acronym phrase we're using to determine the stocks that are going up.
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