HPE stock, Multiples, AI stocks, AI tailwinds, State run capitalism, Chinese consolidation, Chinese private companies, Coffee prices, Brazil coffee production, MLSE, Bell stock, Rogers Communications stock, Debt levels, Dividends, AI fund, Energy demand from data centers, FED, Inflation, Jobs market, FED funds rate, Interest rates, FOMC
This weeks issue: Population, Fertility rates, Healthcare workers, Pension plans, T+1 trading, Regulations in securities markets, Wheat prices, Russian commodity dominance, U.S. telecommunications industry, T-mobile stock, T-Mobile acquisition, S&P 500 weightings, Concentration in equity markets, Inflation, 1970s inflation waves, The FED, Shein IPO, Chinese stocks on the NYSE, Geopolitics, China U.S. relations, Patient investing.
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