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@dougl8674 ай бұрын
Great content, hard to find this type of analysis, very valuable, thank you for sharing
@rrgresearch97264 ай бұрын
Thx. It's a lonely battle at the moment ;)
@murators47324 ай бұрын
Excelent as always. Thank you for your special point of view!
@william534 ай бұрын
Market Breadth has narrowed because AI process has just started into the business cycle. Will take several years to become widely dispersed for broader marketplace.
@rrgresearch97264 ай бұрын
Possibly, but what does that mean for the market as a whole? Are we done with the market as a whole, and will we see much wider spreads between sectors? So many questions. I don't think you can push that all on the ai plate. It's a big theme atm for sure but at some stage the impact will start to fade and reach full capacity ...