One of the more interesting aspects of the Citrini piece on AI and disruption to white collar jobs was the market reaction itself. Price action is now firmly driven by narrative. Not fundamentals or valuation, upgrades/downgrades. open.substack.com/pub/rupakgho...
open.substack.com
Is the Citrini effect a bigger threat to sell side research than AI
Market moving blog post on disruption from AI
