Monday, February 7, 2022

TNX approahing 2% ...

its not only a problem for average person, but also for US govt, as they are mainly reliant on re-financing of $30T debt, plus an unending appetite, which would have dire consequences as teenies approach 3%

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AI capex pressure are showing up in GOOG and TSLA earnings...

Although sellers like INTC and DELL become the beneficiary of the AI boom