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When Bears Go Bullish

Few figures in modern economics have built a more reliable reputation on pessimism than Nouriel Roubini. The NYU economist earned the nickname “Dr. Doom” through

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Geopolitical Risk Always Means A Rush For Havens

Escalating tensions in the Middle East are amplifying market jitters, reinforcing demand for traditional safe havens such as US Treasuries, gold and the Swiss franc. Macro investors are preparing for renewed volatility when global trading resumes, with energy markets expected to set the tone. Early

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Trading Desk: Cathie Wood’s “Innovation” Hangover

If you spent the last few years listening to the gospel of “disruptive innovation,” your portfolio might currently feel like it’s been through a centrifuge. The latest data on Cathie Wood’s once-famous ARK Innovation ETF (ARKK) serves as a cold splash of water for anyone

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Trading Desk: Alphabet’s 100-Year Bet On AI

In finance, there’s “long term” and then there’s “my grandkids will be retired” long-term. Google parent company Alphabet just entered the latter category by prepping a 100-year “century bond.” It’s a big move, equal parts audacious and slightly dystopian — a tech giant borrowing money

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Trading Desk: Hunger Games For The Media Stocks

Welcome back to the boardroom, where the only thing thinner than the profit margins is the skin and loyalty of shareholders. If you thought the streaming wars were over, think again. We’ve entered the “Mega-Merger” phase, where the big fish aren’t just eating the little

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