The Monday Grab Bag…..Markets….Meta….Multiple Squeezing….AI disruption is real…..Cloudflare AI Tollbooth.

MARKETS. As we start the Week after a busy weekend of global events……all seems eerily quiet. I have lost count of the number of….NMP’s’….Non-Market People….who have asked me why things are not absolute chaos and stock markets plunging! The calm communicates that whatever rhetoric Tehran can muster……markets feel there is little of real substance that...

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