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Continue reading →: Reflexivity and AI Infrastructure: Analyzing the S&P 500’s Confidence Game, Private Credit Risk, and 2025 ValuationAnalyze the 2025 Stock Market paradigm. Discover how Reflexivity links high S&P 500 Valuation (P/B 5.56x) to the AI Infrastructure boom, which drives 92% of U.S. GDP Growth. We detail the fragility introduced by the Private Credit debt gap and the inflationary threat posed by the Federal Reserve policy outlook.…
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