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Financial advisor: Warsh is the only Washington official worth listening to
15 insights: why Bessent's bond talk sent yields higher, why his firm halved emerging markets as the VIX hit 26, and why STRC holders should just own…
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Kai Volatility founder on 60/40: "60/40 made 0% returns from 1900 to 1920"
9 arguments: why the Fed's hawkish turn was theater, how a Treasury crisis makes the Fed the buyer of last resort, and why money sent to the bottom is…
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AI investment industry is getting ahead of itself, says Moody's chief economist
4 calls: why Citi says semis are mispriced, Bernstein's next Eli Lilly catalyst, and the Nvidia math Unlimited's CEO says leaves no room for…
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Annuity buyers have nobody looking out for them, says Whalen Global Advisors chairman
10 calls: why Warsh should have cut a symbolic quarter point, why probably half of planned data centers can't be built, and why Chase bought servicing…
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Negative stock-bond correlation did not protect 60/40 in 1987 — Archive Capital CEO
11 arguments: a $7.5B credit fund now down 22–25%, the Fed's five-part "new monetary medicine," why high debt changes an AI bust, and the case for fewer…
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AI foundation models have no moat past seven days, says IBM's Vice Chairman
7 takeaways: why Gary Cohn calls the AI trade a commodity business, the fiber-optic glut he says is coming again, and Chris Sununu's case against the…
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The Wolf Of All Streets: Mike says gold and Bitcoin are both "done," the panel splits
8 takeaways: why credit spreads are flashing before stocks are, the Blackstone REIT trading below its own cash, and the volatility-selling flow one…
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"It's because the economy is strong": Fidelity's allocators on the bond selloff
6 calls: why Fidelity sold its US Treasuries, the AI barbell behind its regional stock weights, and why it is betting on the next 10 cents for the…
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Hot inflation means the Fed has already lost, says Euro Pacific Asset Management CEO
11 calls: why gold's dip on hot inflation is a buying chance, $2T of paper losses on US mortgages, a 2028 Democratic sweep, and $1.4T a year of interest…
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Gold had 62,000 paper ounces for every real one in 2009, says Zang International CEO
10 arguments: why she holds no gold ETFs, what the Fed's 2% inflation target does to savers, and why she sees Bitcoin's January 2009 launch as no…
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Goldman Sachs CEO: the IPO market is wide open for AI giants, the only question is price
10 insights: why AI and heavily indebted governments are competing for the same capital, a flat denial of any succession process, and a Brookings…
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"The world is just getting going on equities": Morgan Stanley CEO on markets abroad
10 calls: why Morgan Stanley is "double overweight" AI, why Merck's CEO sees Keytruda's patent expiry as "a hill, not a cliff," and why Gary Cohn rules…
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