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The Debt Ceiling Looms, What Next? | Weekly Round Up

Inflection Point

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Netflix's Bloodbath in 2022

The waiting of Apple plus Microsoft is now over 14% of the US stock market. I can't think of a time in history where that level of concentration has led to positive returns over a meaningful timeframe. We've lived in the upside down of this transition from the Nirvana of zero interest rates and therefore everything is worth infinity, right? Because if I divide anything by zero, it's infinity.

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