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⋅ What will fuel this next Bull Market?
#AI and exponential gains in productivity seem like a fair bet.
The technology won't manifest properly in the next few years of course.
But the speculation and new companies will.
20 years ago we saw the trendline of the #VIX break
coming out of 9/11 and right around the time of the Iraq war
Military spending, Lowering of rates, a Housing boom , and the rise of Google and culminating in the iphone.
Seems eerily similar to the current #macro environment