@conorsen I remember there was lots of drama about Brazil racing to build stadiums in 2014. We’ve already built everything. Just get to reap the economic windfall of having the world visit America and spend money here for 2 months
@IrvingSwisher This story very much went under the radar when it happened, but Kenny is going to build so much goodwill from this if we make a deep run
@patrick_saner Generally the fed follows the 2 year. Will be interesting to see if the FFR will continue to follow the 2 year or if the 2 year won’t be as good of an indicator. My guess is the former
*Assuming tensions settle in the Middle East*, we’re in an run it hot economy. In the near term, inflation will begin to level off, but remain elevated. The World Cup will bolster NFP through the the June and July prints (in July and August). So I don’t see the AI trade ending soon. I think tech will continue to power higher
@SantiagoAuFund There’s too much noise on the “For You” timeline. My preference is to keep my following list to less the 250 so I can actually digest content