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Precious Metals Aren’t Predicting Economic Collapse
A funny thing about bull markets is that investors develop a very short memory about the previous...
The Market Risk In 2026 If Growth Projections Fail
A funny thing about bull markets is that investors develop a very short memory about the previous...
2026 Market Outlook Based On Valuations
A funny thing about bull markets is that investors develop a very short memory about the previous...
What Inflation Alarmists Missed In Their Warnings
A funny thing about bull markets is that investors develop a very short memory about the previous...
Bull Market Genius Is A Dangerous Thing
During extended upward-trending markets that reward risk-takers and punish caution, everyone is a...
Does AI Capex Spending Lead To Positive Outcomes?
A funny thing about bull markets is that investors develop a very short memory about the previous...
The DPI Link To Margin Debt
A recent article by Simon White, via Bloomberg, discussed the rising cost of margin debt for...
Jobs Data From Alternative Sources May Drive Fed’s Next Move
A funny thing about bull markets is that investors develop a very short memory about the previous...
A Bear Market Is A Good Thing.
One of my favorite writers for the WSJ is Spencer Jakab, who recently penned an article explaining...
Market Bubbles: A Rational Guide To An Irrational Market
We’re hearing it everywhere: AI is in a bubble. The surge in capital, the parabolic stock charts,...
Capex Spending On AI Is Masking Economic Weakness
A funny thing about bull markets is that investors develop a very short memory about the previous...
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