Developed market non-USD denominated sovereign/corporate debt

They're going to have to stimulate somewhere once the AI bubble bursts and these proposals give a pretty clear signal of where they're focusing, even if the ideas suck

A 2% down day turns our brave president into a Panican, god forbid we ever get a real drawdown...he might speedrun us into Weimar Germany

Good for WMT, not a good sign for the consumer

Thus, market expectations are incentivizing Meta to both a) increase the number of ads on your feed and b) find ways to make you spend more time on their platforms

The alternative? Comcast's stock performance

To do that, you need to either grow your user base, or increase revs per user. Since most people in the world are already on at least one Meta platform, the only real way to raise revenues is to increase rev per user.

The easiest way to do that is to increase ad load and time spent on the platform

Consensus is for Meta to grow 15%+ topline over at least the next 3 years, and that growth drives a major portion of its valuation (wouldn't be a 1.5T company if growth was flat). So either they grow at that rate or higher, or the stock goes down

Carriers assumed program integrity measures would disenroll members at similar levels across utilization levels, and it turned out the members who disenrolled most also had some of the lowest utilization levels

AKA supposed anti-fraud rules caused more healthy ppl to leave mktplace than sick ones