US GDP & Inflation | Rubrik IPO | AI Energy & Data | AMD | CloudFlare

Alessio Farhadi

Speevr Intelligence
April 25, 2024

“No Orwellian quotes for today; modern-day reality suffices.”

— Paul Dammkoehler

US GDP & Inflation
A lower GDP and higher core PCE inflation are generally not great for markets. One of our members has positioned his portfolio for a stagflationary scenario on rates, currencies, and commodities and has raked it in these past few months. The long commodity ...

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