Wednesday, June 11, 2025

CPI came benign ...

either folks are not buying imported stuff which also helps the trade deficit - two birds killed with same stone .. obviously energy being local is lower ..  so is food and apparel too . as some stupid commentators were worried about the price of T-shirts

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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