
Over the weekend, I wrote about the explosion of dollars into index funds and how they might be impacting the market. Today, I want to discuss what else is moving stocks, and it has nothing to do with Jack Bogle.
Before we get into some of the insane shit happening around Nvidia, I want to point out something obvious but also true. Nvidia’s business has earned the run its stock is on. We can argue about how much is …
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