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@braddelong.bsky.social

The “Honey Badger don’t care” stock market: why and how twenty “AI” stocks and only twenty “AI” stocks shrug off the big shock of rising interest rates in our weird two-speed stock market: **Katie Martin & Rob Armstrong: There Is Only One Trade: PODCAST OF THE DAY** The “only one trade” is... 1/

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  1. @paullangley.bsky.social

    "Hedge funds' borrowing has tripled since 2020" and markets are a one way bet on AI. www.ft.com/content/d313... via @FT

    Similar topic and wordingInfoBusiness