I'm not going to elaborate, but for those who scream "AI bubble" every weekend, you need to understand that liquidity needs to be positioned for it. Right now, there is no AI bubble and every crash or wick is getting absorbed as the market keeps getting saved. So if you're preparing for a secular bear market or a deeper recession/depression, this is exactly what you should be looking for — and right the economy remains strong. Higher for longer.

NOT4.95%
BUBBLE-6.94%
BE3.99%
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