Countdown to Big Tech Earnings, and Will X Mark the Spot for Twitter? 7/24/23
CNBC's "Fast Money"
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The Risk Reward of Bonds
There's clearly a dislocation or between the bond price and the equity prices. I think this is part of a function of people have not really bought into the rate story is enough. You should see some level of cash up here, I think. If AI pull those out of this recession somehow, you know, these credits shouldn't improve.
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