The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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What do we even need the government for? All shut down. Things are melting up. We've been banning the drum for the last two weeks now, but how everything's lining up. The ingredients are in place for a massive rally before it blow off top to the bull market. We're gonna have fed funds at two, two and a half. We're gonna have a fiscal deficit at six to six and a half percent. And then you have this AI CapEx build out to get on top of it. I don't know. I don't really wanna be calling any sort of cycle top at this juncture until I see something obvious. Forward guidance, Paul Terry Jones on the s
Not bad. Good,
man. I'm I'm super excited to see you next week, Felix, in London. Tyler, we'll miss you, man.
Tyler's got a real job. He's a real dad. He's got real I
don't get the invites. Ippolito forgot about when he when he got too big time. He's like, Oh, he's sold out. Worth a couple $100,000,000 now. Hey, Felix, by the way, I was thinking, do you know a guy named John Cusack?
Yes. Do
you ever get that lookalike?
Yes.
You do? You definitely
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