Markets, Meditations, and Mental Models

Brief: Record Demand, Record Doubt


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Micron just printed $41.5 billion in quarterly revenue and an 84.9% gross margin, and the market it proved is the same one that just took gold below $4,000 for the first time since November and repriced a September rate hike from impossible to probable in seven sessions. The demand and the doubt arr
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Markets, Meditations, and Mental ModelsBy Cosmic Trex