Chamath Palatipiya mentioned something along that line recently - 1 or 2 months ago by now.
He mentioned something along the line ... >
The much feared recession could be dodged when the 2nd largest econ started being spurred up and the spillover is thus felt to the western countries.
The "boom" (be it real boom or just another bubble) of AI could also help dodge that recession (or what I think, he meant, stock price or could be both).
- I'm beyond bored with the market, and beyond annoyed with the humongous about of admin. So seeking salvation everywhere I could inc here - talking, procrastinating...
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24/07 Indices, page-23
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