JD’s manually curated links for God-fearing MAGA patriots
By Peter Tchir of Academy Securities Jobs and AI
This isn’t about jobs that will be displaced by AI, or jobs that will be created by AI. It is a look at the job market today, the data, and some questions regarding AI on that subject. On Friday, we did a quick post-NFP Report – Look Out Above on Yields . It focused on how the strong data (and the NFP report was quite strong), coupled with growing concerns about the inability to force inflation lower, will keep the Fed on hold. But, as the day went on, after multiple conversations on the market reaction, and while preparing for some presentations next week, I couldn’t get one thought out of my mind:
It is a simplification. It likely overstates that sentiment, but I think that there is something to it, so we will explore. This will lead us to some […]
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