“I wanna be a trillionaire… so frickin’ bad, buy all the things I never had”
VOO crosses Elon territory…
Some stats: 43% was due to asset appreciation, 57% from inflow — 62% of flow came from just the past three years
@t1alpha
Companies stopped hiring college grads to save money.
Then one got a $500 million monthly bill from Claude.
Hedgeye's Matt Cooper @HedgeyeFins explains why the hiring freeze is reversing.
It’s been 92 trading days since $SPX has seen a 2% decline or worse.
For context, that stretch includes a partial government shutdown, the Iran conflict, an oil shock, inflation pressure, AI-linked layoffs, and even a new Fed chair.
Positioning > narratives.