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Economy
How Will Trump’s Election Win Change the Macro Outlook?
Elections have consequences and so Donald Trump’s return to the White House as the 47th president will surely change the calculus. The…
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Apple: Walled Garden Is Falling (Triple Downgrade)
Apple: Walled Garden Is Falling (Triple Downgrade)
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Scenes from SmartCon and Investor Sentiment Insights
According to the Charles Schwab Q3 Trader Sentiment Survey, most traders (56%) are bullish on the short-term market outlook.…
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Markets Price in 99% Chance of Rate Cut Amid Treasury Yields Surge
U.S. Treasury yields have become a critical indicator for retail investors as markets navigate shifting monetary policy expectations and…
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October 2024 Review and Outlook
Executive summary:The major averages closed lower for the month, remaining below all-time highsElection and geopolitical…
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End of Yield Curve Inversion Isn’t the Economic Relief It Seems
Our time target for the bull market will be registered on election day.
Of course, there must be a (+/-) tolerance built into the time…
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US Faces 2024’s Biggest Week as Election, Fed Loom: How Investors Should Prepare
The week ahead is expected to be the biggest of the year for the stock market.
U.S. voters head to the polls on Tuesday to pick their…
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Paul Tudor Jones, Stanley Druckenmiller Are Short on Bonds – Could They Be Wrong?
Can famed investors Paul Tudor Jones and Stan Druckenmiller, who recently proclaimed they are short bonds, thus betting on higher yields,…
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How Many Investors Really Track the Major Indexes?
As we’ve noted before, index rebalance days tend to result in much larger closing auctions. That’s because most index funds…
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