Markets, Meditations, and Mental Models

Brief: 50,580 and Nobody Hedged


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The Dow closed at a record above 50,500 heading into Memorial Day with put-call ratios near multi-year lows, then oil crashed more than 5% overnight after the U.S. and Iran signaled proximity to a Hormuz deal. Meanwhile, the gap between what AI systems produce and what humans can evaluate reached a
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Markets, Meditations, and Mental ModelsBy Cosmic Trex