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@@ -75,13 +75,13 @@ MSTR BTC risk
Oil Shock risk
-# Notes & Observations on markets dynamics
+# Notes & Observations on Economic landscape
- Ai "god" momentum & service sector apocalypse
-- no hiring no firing mrkt
+- no hiring no firing mrkt - Unemployement from AI risk
-- K shaped everything
+- K shaped everything - chart mag7 vs 493 others
- Will fed pivot trigger another run up in inflation a la 1974-1982 - compare 74-76 to 22-24... {{local:img/CPI-74-82vstoday.jpg}}
- Inflation still historically high - Trump admin is inflationary