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- Ad agencies to be hurt by GenAI (IPG, OMC, WPP)
- GAG (trump admin won't take care of the deficit, it was just a big joke, they will pump bags so DC can service more debt)
- Golden Dome - $ASTS $RKLB $BKSY $RDW $ESLT
-
+- copper deficit by 2026 ?
What we saw in the last couple of weeks was likely a preview of a wider “unwind” that may (or may not!) take place later down the line.
- Canada being greeked - Greeks had borrowed money from the global markets in order to buy houses massively. They thought that house ownership somehow, someone, somewhere would produce goods and services for them