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605: The Democrats Behind DeepSeek

315.612 - 337.837 Chris

And I think this underscores a key thesis of ours is that the market has been immensely fragile since the market rate hikes began. We never resolve fundamental problems. Big money needed somewhere to go. And so when AI was an opportunity, they pumped the hell out of it, papered over the problems, which this is demonstrated in data by monitoring the S&P 500.

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