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Strategy - $MSTR
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…
Nov 9
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Bitcoin's rally was a Trump trade and the midterms ended it, says Euro Pacific CEO
12 predictions: why Trump will cave on Democratic spending, why Strategy should have bought gold, and why he says the 2028 winner will be a Democratic…
Nov 8
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Strategy chairman: probably 620 of the Clarity Act's 630 pages were restrictions
9 calls: why Bitcoin's bear market is over, how daily dividends would change STRC, why Strategy buys back preferred stock instead of Bitcoin, and AI's…
Oct 20
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Scuttlebutt
Bitcoin kept its rise from 60,000 as gold lost its rally, Euro Pacific economist finds
14 calls: Why he says mortgages could reach 9% by year-end, Fannie and Freddie face another bailout, and a hostile Congress after the midterms would…
Oct 12
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Scuttlebutt
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Bitwise CIO: Wall Street is expanding from the 3 crypto tokens it believes in to 50
12 insights: Why crypto inflows are 2–4x the last cycle, how a NEAR fund drew tens of millions in weeks, and why active crypto funds may arrive in 18…
Oct 10
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Scuttlebutt
1
Cliff Nonnenmacher: a business that needs its owner is a job, and nobody buys a job
18 takeaways: Why he says 85% of listed small businesses never sell, the weight-loss drug that ended the gym pitch, and the four sectors he is buying…
Sep 2
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Brent Kochuba: implied do not care, and the market just wants an excuse to rally | Last Call
Why the cheapest options in 90 days and a 7% implied vol on Monday point to a market drifting higher into September, and what Nvidia's options map says…
Aug 31
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