Steve Kovach

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  Steve Kovach stevekovach.bsky.social · May 7
  Nah, Rings of Power is sick.
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    Downtown Josh Brown handle.invalid · May 7
    Jay Powell at the Federal Reserve just said the thing the White House definitely did not want him to say. The committee judges the risks to the economy to be both higher unemployment and higher inflation. Stocks hated this more than you hated that terrible Lord of the Rings show on Amazon.
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• Reposted by Steve Kovach
  
  Carl Quintanilla carlquintanilla.bsky.social · May 7
  MORGAN STANLEY, on Alphabet & Apple’s Eddy Cue: “..’This is the type of comment you will hear repeated 100x over the coming weeks / months. It feeds directly into the $GOOGL secular bear case on AI disintermediation and GOOGL paid clicks decelerating to +2% in C1Q.”
  
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