Markets, Meditations, and Mental Models

Brief: Peace Broke the Bull Case


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Monday's reopen after the five-day break split the tape: small caps broke a record while megacap tech bled from an AI talent exodus. But the day's real tell was what each resolution did with its risk rather than to it. The Iran roadmap drained the war premium and handed it to the bond market, calm i
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Markets, Meditations, and Mental ModelsBy Cosmic Trex