Whether a Republican or Democrat holds the White House, the S&P 500 Index has generally risen in the year after a midterm election. @CathieDWood shows the history back to 1958 and points out that even 1987, the year of a 22% one-day decline, finished higher.
“What I’m saying right now probably won’t get a lot of clicks, but it should.” @CathieDWood on the new In The Know pushing back on data center headlines. She says electricity price concerns are real, but argues other fears are overstated.
"It’s not a circular revenue problem, but it is a revenue quality problem.” @arakharazian of @tryramp tells @skorusARK why the top 1% of AI spenders are mostly venture capital-backed tech companies, and why they could all pull back at once.