Weekly Recap | December - W2

Dec 14, 2025

Potfolio Update, FED Rate Cuts, QE or Not QE, Nvidia's H200, Alibaba Cloud Demand, China Regulation, SpaceX IPO & More.

2 Comments

Regarding the FED's moves, your liquidity explanation is super clear. It's smart how you highlight market flow, but I'm still pondering housing affordability. Eager for the AI piece!

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The Few Bets That Matter

Dec 15

Appreciate the comment!

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