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This is why we need to incorporate a little technical analysis into our framework. Sometimes the market can “see” what we can’t.
– Warrenpie (@warrenpies) May 29, 2025
Market concentration is a global phenomenon pic.twitter.com/rduppmqghx
– Mike Zaccardi, CFA, CMT🍖 (@mikezaccardi) May 26, 2025
Probably my biggest long-term macro prediction.
The first AI comes due to service inflation.
The robot then comes due to inflation of the goods.
The government will then come with Zirp.
Up to 10-20 years. It might be quick considering how fast AI is changing. https://t.co/yrlnsyuhfm
– Karen Roche (@cullenroche) May 28, 2025
A record surge in investment in information processing equipment led to a full increase in GDP in the first quarter. In other words, except for Bonanza in the data center, the economy would have registered a contraction of 1.2% (h/t @doubletgolle)) pic.twitter.com/eg99k2yfkd
– Matthew B (@boes_) May 29, 2025
🫡 https://t.co/kvkmfjnqdy pic.twitter.com/sq6rmwri2p
– Logan Motashami (@loganmohtashami) June 1, 2025
New: It’s not just a delta. All three of the nation’s largest airlines charge higher fares than higher fares than two or more groups.
– Kyle Potter (@kpottermn) May 29, 2025
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