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Jeremy Spoke on TCAF Today

The Compound and Friends

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Analyzing the Impact of Overnight Rates, Stock Market Bubbles, and Tech Stock Performance

This chapter delves into how overnight rates influence asset market pricing and the economy, exploring the significance of money supply, velocity of money, and the potential impacts of Fed decisions on the stock market. The discussion evaluates whether the current market is in a bubble, drawing parallels to previous tech bubbles, scrutinizing PE ratios, price targets, free cash flow yields in the tech sector, and the rapid surge of specific stocks.

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