they misread the upcoming inflation in 2021; & when Feds raised the rates in 2022, economists miscalculated the odds of a recession in 2023; so much that they are not even talking anything in 2024, as they are running out of potential plots .. for the next movie ..!
Sunday, January 7, 2024
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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
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GDP & Nuclear warheads of various nations : Russia 2.714T 5,500 India 3.9T 180 China 18.74T ...
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It will percolate in CPI in future .. still expecting many rate cuts this year .. think again ..!
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Gold reaches all time high indicating inflation in future; so why are we expecting Fed to cut rates ..?
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