Earnings….A Pause…Markets……and the end of the Affair…..MSFT/Open AI make Windsurf unhappy sailing.

START. It feels a bit like the market has paused. Waiting for the main event on which all the hopes of the last couple of months rally have been built. Big picture….the hurdle is low given that the top down crew….which Torsten Slok of Apollo hilariously defined as the Ph.D’s…have continued to lower their SPX...

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