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Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
‘Bubbles overcapitalise some sectors of the economy while others go hungry. While many could view it as bearish, we see the Fed’s potential rate rises as spurring a healthy capital reallocation within the US economy that presents a broad range of investment opportunities.‘ https://www.ft.com/content/7cac5b2f-d0ba-4f6e-ac85-6c54afa14aed?syn-25a6b1a6=1
2026-06-10T14:56:52.078Z