🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

🤖 NEW OPTIMISTICALLIE 🤖 Can AI save the economy? Probably not. The math isn't mathing. But can AI save your portfolio? That's a trickier question to answer. optimisticallie.com/p/ai-vs-tariffs

"Tech has the highest exposure to global customers and suppliers of any sector in the S&P 500." 🖥️ - Callie Cox optimisticallie.com/p/ai-vs-tariffs

😭 A MOODY'S MONDAY 😭 Everybody is talking about the Moody’s downgrade today. I’m seeing a lot of the obvious take: what took you so long, buddy? Moody’s is the last of the three major rating agencies to downgrade U.S. debt. This was the opposite of a surprise – it was a

AI vs. Tariffs "We’re somewhere between AI saving the world and being an overhyped bust of a technology that can be ripped off by another country." buff.ly/QVbcMB4 by Callie Cox

Really great post from Callie Cox on AI vs tariffs, the stock market, and the economy: "The economy is the value that we create. Stocks are an expression of that value, but they trade on the present reality times a multiple of future expectations." optimisticallie.com/p/ai-vs-tariffs

"Tech has the highest exposure to global customers and suppliers of any sector in the S&P 500." Callie Cox

Joining Bloomberg TV in a few!!! 👀

Bonds don't always work as a parachute when you need it the most. The 10-year Treasury's negative correlation with the S&P 500 has largely broken down, especially on days when the S&P 500 has moved 2% or more.

This is absolutely insane nytimes.com/2025/05/22/us/…

Pessimism makes for good stories. Optimism makes for good portfolios.