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144. Apple Vision Pro Headset Reaction: Complete Fail?!

Alfalfa Podcast

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The TGA Is Going to Go Lower and the NASDAQ Will Go Higher

The NASDAQ has rallied 40% in the last six months. The balance sheet is going to go lower. I think the TGA is going to be higher. My base case is like looking at what the Bank of Canada did today, which had previously paused their rate raises and then they said, look, economy's running too hot. What happened today? Like, do you think Canada is like a one off?

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