March 9, 2026
Alright boys quick macro rundown.Jobs came in weak. Economy lost about 92k jobs and unemployment ticked up to 4.4%. Nothing catastrophic but it’s another sign the labor market is cooling a bit.Now layer that with everything else going on. Middle East heating up. Oil reacting. And people starting to whisper about an AI bubble after the insane run we’ve had.When you get this combo… money usually rotates.You start seeing funds move out of[...]
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