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Economy
How to Balance Growth and Safety in Your Retirement Portfolio
As retirement approaches—or begins—investors often find themselves at a crossroads: How can you preserve the wealth you’ve accumulated…
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Stocks Rise Despite Tariff Chaos but Technical Patterns Hint at Reversal Ahead
Stocks finished slightly higher on the day, with the up about 40 basis points, nearly half of which came in the final 30 minutes of…
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Ray Dalio Is Predicting a Financial Crisis, Again
Ray Dalio, the former head of Bridgewater Associates, is back in the media, trying to stay relevant by claiming the “deficit has become…
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Checks and Balances Are Holding—And That’s Bullish for Markets
The US is a federal republic. It isn’t a democracy, where the majority always rules. The constitutional system was designed by the…
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Tariff-Induced Volatility Looms Large Regardless of Trump’s Court Outcome
On Wednesday afternoon, the judges from the US Court of International Trade struck down some of President Trump’s tariffs. Notably, the…
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From Trump’s Tariff-Postpone-Repeat to Court’s Cease-and-Desist
In imposing his tariffs in early April, President Donald Trump called the trade deficit a national emergency that justified his doing so.…
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Opening remarks by Governor Kugler at the 5th Annual Federal Reserve Board Macro-Finance Workshop
Thank you, Olesya, and thank you for the invitation to speak to you today.…
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Federal Reserve Board – Statement on Chair Powell’s meeting with the President
Please enable JavaScript if it is disabled in your browser or access the…
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Consumers Are Not as Gloomy as Recession Calls Imply
The Conference Board’s surged from 85.7 to 98.0. Such was the largest one-month increase since 2009! Clearly, progress on trade deals…
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A Nominal Rate of 4.5% Isn’t a Crisis — It’s Roughly Equilibrium
I was planning to write today about why a 4.5%-5.0% nominal Treasury rate is not only not the end of the world, but actually sort of…
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