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Show Notes
Nate Peterson says the FOMC meeting didn't necessarily scream dovish as central bankers said they'd take it "meeting by meeting" for its rate cut outlook. He looks at the digitization trends in the economy and the massive capex flows for big tech stocks. Nate believes there hasn't been any slowdown in the A.I. narrative yet. Also on Nate's radar, long-term yields - especially the 30-year on any move higher. Later, he looks at the Russell 2000 (RUT) as the small-cap index hits new all-time highs.
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