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@@ -24,6 +24,8 @@ DEFLATION ? ACCUMULATE BONDS ? I wouldn't take any profits, we may end up at 3% on 10y once people see deflation as more likely than stagflation - texaskitty +real austerity (fix aka no QE ) or QE + # citrini We think healthcare will be ground zero for phase 2 of AI, expect significant improvement in speed and efficiency in identifing drug candidate will led to significant tailwind for the drug devellopement supply chain. |