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Energy Shocks and Inflation vs. Market Complacency – Which Is Stronger?

Western financial markets, (US, EU and Japan) are all stumbling into the future, no longer discounting, but seemingly lobotomized and unable to prope…

3 months, 1 week ago

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Is This the Covid-Like Calm Before the Storm?

Given the circumstances, US equity markets have been calm. Too calm…

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3 months, 1 week ago

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Investing in an Age of Uncertainty

Between the unpredictable impacts of the world’s worst energy shock and the sudden loss of so many high salaried jobs to AI, what’s an investor to th…

3 months, 3 weeks ago

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The Iran War Is Roiling Markets and Supply Chains

Things are developing slowly…then all at once…

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3 months, 4 weeks ago

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Investor Complacency Amid an Energy Shock

The fog of war has crept over into the “markets” which are puzzlingly complacent. How to even begin to make sense of it all? Tune in…

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4 months ago

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The AI Horizon: Existential Risks to Work, Wealth, and Currency
The AI Horizon: Existential Risks to Work, Wealth, and Currency

I began my inquiry into AI with concern. Now I am profoundly alarmed: even if it goes well, catastrophic risks to work, wealth, and currency are ridi…

4 months, 2 weeks ago

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The Not-So-Great Economy, and Will Private Credit Be the Spark That Kicks Off GFC 2.0?

The headline stock index numbers look good, but beneath the surfaced things really aren’t all that great for the majority of Americans.

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4 months, 2 weeks ago

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Did Retail Pile in at the Exact Wrong Moment?

Creak! Pop! Beneath the surface equity markets are flashing warning signs.

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4 months, 3 weeks ago

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The McJobs Report, and Is Oil the Next Bull Market?

It’s time for the latest episode of Finance U. We dissect the latest BLS McJobs report (so named because it does not reflect reality) and the possibi…

4 months, 4 weeks ago

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A Vital Conversation: Bridging the Generational Divide With Hakeem Anwar

Chris and Hakeem examine generational economic burdens, entrepreneurship risks, AI’s workforce impact, community resilience, real skills like permacu…

4 months, 4 weeks ago

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