(1) Tech and Consumer Discretionary lead the pack ytd. (2) Latest relief rally includes interest-rate-sensitive sectors. (3) Flattening yield curve flattens Financials. (4) Zuckerberg has been in our Facebooks. (5) Loyalty prediction AI tools know who they can and cannot trust. (6) Self-breeding AI. (7) AI will be in the hands of the good, the bad, and the ugly soon. (8) Tech guru says that Google (motto: “Do no evil”) and Facebook (Like or not) have become mind-control vampires. (9) Time to require pay-to-play, instead of sell-my-privacy model. (10) Modern Monetary Theory says federal government budget deficits don’t matter until they do matter (when inflation makes a comeback).
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