looked back at notes and last month he was big signaling some new ai capex investment announcements to come and September has seen a TON of announcements on this front
also seeing a ton of people get hung up on Powell yesterday who clearly didn’t actually listen to him speak and just read one headline that took what he said out of proportion (the fairly highly valued equity market headline)
yesterday was a complete and total nothing burger but headlines would make you think it meant something
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