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    I came across this video today. Though it isn't related to NXT specifically it gives one of the best insights into the macro-economic conditions we can expect.



    • US and world economy is slowing 
    • Interest rates in the US will come down which is good for capital intensive datacentre providers 
    • Treasuries and Growth stocks are where you want to be - PE's should expand as return on bonds and cash comes down
    • Cloud companies are in early phases of growth with several years to run
    • Mild recession further supports move to cloud as it can help with cost cutting measures 
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