bullish

The (funding) Wall of Worry

95 Views08 Oct 2026 07:22
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SUMMARY
  • Will AI kill us, or the companies building it? Or the bond market?
  • Will the smartest guys in the room once again blow up markets as their cost of funding rises?
  • When will bonds v Equities mean revert? Will Congress take back control of US war(s)?
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  • The (funding) Wall of Worry
    08 Oct 2026
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