80% of markets right now is asking whether you think AI will keep outperforming or not.
Jay Kaeppel
Jay Kaeppel7.8. klo 00.58
Non-US stocks charged into the lead against US stocks earlier this year. Now that leading is fading (as it has repeatedly done in the last 15 years). Can non-US stocks reassert themselves? Which way are you betting? @sentimentrader
Like if AI capex keeps growing, December 2026 SOFR probably can’t go sub-3%. But if AI busts…
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