Sunday, October 25, 2026

Not Paying Off?

It appears that the only sector of the economy seeing big gains from AI are AI companies. If you took the "Mag 7" AI companies out of the S&P 500, then the resulting S&P 493 isn't looking so hot.

Needless to say, some people are getting increasingly worried that things are getting kinda tulip bulb-y out there.

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