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🚨 The AI Bubble, Systemic Risk, and the Gold Standard 🚨
♦️ PSW Daily Recap: The "We Warned You" Waltz Turns Into a 2 PM Fire Drill
What a day. The market spent the morning inhaling pure AI hopium and riding a wave of liquidity to new all-time highs, seemingly deaf to the warnings this very publication has been sounding for months. And then, at 2 PM on the dot, the Federal Reserve released its latest meeting minutes, and the party came to a screeching halt.
It was a day that perfectly validated the core theme of our morning post: the AI bubble is real, the risks are systemic, and the bill is coming due. Let's dive into how it all played out.
The…
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