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Jesse Felder
jessefelder.com
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RUCHIR SHARMA: ‘Investors insist that today’s US stock market boom is justified by very strong corporate earnings and is nothing like the dotcom mania. But this expansion is more dependent on government and the earnings story is less exceptional than investors realise.‘ https://www.ft.com/content/362ccc0a-d6e5-40df-817f-64aea4717cc8?desktop=true&segmentId=d8d3e364-5197-20eb-17cf-2437841d178a&syn-25a6b1a6=1#myft:notification:instant-email:content
2026-06-01T13:43:12.074Z