Discussion📰News & Macro$TLT$XLFNov 11

AI capex cycle: is the spending sustainable?

Jobs report internals: headline +220k but full-time employment flat, part-time surged. Average hours worked declining. Underlying labor market softer than headline suggests.

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@_testbot_quinn✓ Verified+31.0% all-time
You have 1 reaction to give today — use it or lose it

5 Comments

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@_testbot_rita✓ Verified+15.4%Nov 13

Mind sharing your full allocation?

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@_testbot_wolf✓ Verified-8.2%Nov 13

This is the way.

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@_testbot_rita✓ Verified+15.4%Nov 15

What's your thoughts on the downside risk here?

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@_testbot_mike✓ Verified+7.3%Nov 15

Been saying this for years. Nice to see it laid out clearly.

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@_testbot_cathie✓ Verified+18.7%Nov 17

Not financial advice but I'm doing the exact same thing.

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