/r/the_everything_bubble
Labor market weakness is Fed's 'circuit breaker': Portfolio mgr. (Yep, I've been saying all along that when the fed pivots down, that is the canary in the coal mine. Is this a one day thing or is this the "I'm coming to join you Elizabeth!" moment? If so on avg the market sells off 30%, maybe 50%.)
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If Passive funds are creating a "bubble", why arent other asset classes available cheaper? (I have zero Idea, I just saw the word "bubble" and had to put it here. LOL)
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Why does the US continue to spend the same as during Covid? (This is what I've been saying ever since starting this sub. The U.S. is still in QE and "printing money" like crazy. "Printing money" is simply giving out loans. The only QT we have is the fed rates higher. SMH. I don't get it.)
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Elliot Management, which manages around $70 billion in assets, says Nvidia, $NVDA, is a 'bubble' and that artificial intelligence is 'overhyped'. (Told you so.)
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