RateCutReality
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The Market’s Rate-Cut Delusion Just Got Exposed
Wall Street had a reality check today — and it didn’t like what it saw. The market is down because the “rate cuts are coming” fantasy just got punched in the face by reality. A stronger-than-expected January jobs report (+130,000 payrolls, unemployment ticking down to 4.3%) reminded everyone that the economy isn’t slowing fast enough…
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The Next Bull Market Won’t Be Cute — It’ll Be Built
2026 Market Playbook: How AI Capex, Rate Cuts, and Fiscal Policy Could Shape the Next Leg of the Bull Market Let’s get this out of the way: the next bull market leg won’t be driven by vibes, meme stocks, or zero‑rate sugar highs. It’ll be powered by concrete—literally. Data centers, power grids, fabs, and fiscal…
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