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

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“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 commod...

 

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

Overlook AI beneficiaries. Energy & data. Stagflation economy