The Market Ear
@themarketear
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Goldman’s model has spoken: Le Pen for President. Maybe Musk is right - the “far right” isn’t so far right anymore.
For the broad market, sharp Momentum rallies near equity market highs have generally signaled below-average near-term S&P 500 returns.
Bond volatility is exploding higher just as hyperscalers enter the most capital-intensive spending cycle in modern tech history. Tech may have a rates problem again.
From 0 to $284bn in 7 years. Total OpenAI revenue is expected to reach $284bn in 2030E. Will this be one of those "Hall of fame" crazy extrapolation charts that we look back upon in a few years?.
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Everybody owns NVDA. Nobody seems excited anymore.
