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Rate Of ReturnSelloff is probably just risk off into today’s Fed meeting. Honestly, I think the pitch will be this - Fed will note inflation risks but now the peace deal is firmed up, they believe lower oil will help offset that. This Fed president also strongly believes AI will help lower inflation. So there you go!
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Rout, SpaceX Tops Amazon
Micron sinks 6% and Marvell tumbles 10% as last week's storage rally unwinds, SpaceX passes Amazon to become the world's 5th-largest company, and Warsh chairs his first Fed meeting tonight.
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