MBCC TH 28th Feb'24 - "Look at the 493 stocks, we are already seeing EPS fall, despite AI boom, recession is just a formality. What can we expect in March? Can Bitcoin break $60k here?"

So much to talk about into March. Fed/rates/liquidity/Powell/RRR and banks BTFP. Then we have data on the inflation side.

What is Bitcoin doing here? Is this the halving event or inflows? What about the old longs from 2022?

Oil, why is not rallying?