Earnings Calls, Eh!….Two subjects and the Take-Away’s…….Agent hype ‘Reality Distortion’….and the power of AI to ….Dissolve…..plus markets.

MARKET. Yesterday was somewhat important in terms of keeping market confidence and momentum intact. First….Investors had needed to see that earnings from both Tesla and Google were reported and absorbed without injecting …Fear and Loathing. Both managed that….Google was excellent whilst Tesla was unquestionably poor…..but the TSLA retreat was…Orderly. Second….The market needed to see that...

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