Good perspective. A very plausible explanation: we are seeing an AI investment related boom (which is not credit dependent) against the backdrop of a) high real interest rates, which are hurting small cap and b) a deflationary bust in china.
Good perspective. A very plausible explanation: we are seeing an AI investment related boom (which is not credit dependent) against the backdrop of a) high real interest rates, which are hurting small cap and b) a deflationary bust in china.
Good perspective. A very plausible explanation: we are seeing an AI investment related boom (which is not credit dependent) against the backdrop of a) high real interest rates, which are hurting small cap and b) a deflationary bust in china.