The daily view: Iran blockade, AI and labor, Palantir’s bad manifesto (opens in new tab)
Over the weekend, the U.S. blockaded Iranian ports and seized an Iranian ship. As I correctly wrote 1-2 weeks ago, the stock market has already decided Iran no longer matters despite the situation nowhere near being resolved. The S&P 500 and Nasdaq were only down slightly Monday morning. Here is what I wrote: Like Iraq… Continue reading The daily view: Iran blockade, AI and labor, Palantir’s bad manifesto
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