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On March
30, the S&P 500 was down 7% in 2026, one of the worst starts
to a year in history. After one of the biggest 8-week
rallies ever (+17%), it's now up over 10% YTD, more than 2x
higher than the average year at this point in time (+4.5%)
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00:01 - 29/05/26
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Another
day, another all-time high for the S&P 500. That's 19 so far
in 2026..
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Behold,
the K-shaped economy
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Semis have
been helping to pull the market higher. With good reason,
too, as there are enormous backlogs for orders of GPUs,
CPUs, high-speed memory and other components
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I have a
hunch that Anthropic will try to compete more aggressively
with OpenAI on pricing and limits once they're fully setup
at SpaceXAI C1
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