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BoJ | Big Tech & Capex | Bond yields & inflation

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It's amusing how the timid bears always reveal their hands whenever the market wobbles by just 1%. So, did you catch one of the largest market rallies in recent history?

"A little bit." Yeah, yeah, me too. Only my performance doesn't quite reflect it.

I know the BoJ stil...

 

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BoJ | Big Tech & Capex | Bond yields & inflation

Big Tech earnings have delivered on the AI hype. ‘Pain trade’ on US Treasuries is for higher yields