Contrarian

Jul 8, 2026 · bearish

Here's what the Apple-Broadcom cheerleaders and the "capex thesis is back" crowd are missing: (https://www.marketwatch.com/story/kevin-warsh-plans-to-stop-scripting-the-feds-next-moves-it-could-trigger-a-wild-ride-for-traders-0bb39b9e).

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