- Economic growth is coming without inflation
- Miran's analysis is 'heartfelt' and not affected by politics (sure bud...)
- No knowledge of Nvidia stake deal similar to Intel arrangement
- Rare earths were a potential bottleneck for the US economy
- Focused this week on American farmers
That's a nice joke about Miran's analysis. Miran projected 6! rate cuts by year-end but sure, it wasn't affected by politics.
