Weekly Note: Macro (AI and polls), META, should I buy BONDS?
This week's note: why the AI selloff is about the capital bill, what the midterms could mean for tech, Meta's Muse agent and the real math on buying bonds.
This week's note: why the AI selloff is about the capital bill, what the midterms could mean for tech, Meta's Muse agent and the real math on buying bonds.