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Staying In The AI Game

If you’ve been watching the tickers lately, you’ve probably noticed the market feels like it’s being pulled in two directions by a very high-tension rope. On one end, we have the “Old World” problems — geopolitical flares and sticky inflation — and on the other,

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NVDA’s $1 Trillion Era Begins

We spent the past few years teaching AI how to “think” (training), but 2026 is now officially the year we show it how to “work” (inferencing).  On Monday at this week’s GTC event in San Jose, founder and CEO Jensen Huang (wearing the ubiquitous leather

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Software Giants Foreshadow A Fractious Earnings Season

The calm before the earnings season storm. Big Banks tend to suck up all of the hype and late-night popcorn-fueled stock zooming buzz in March and April each year, but Oracle and Adobe opened earnings Wednesday — so let the software disruption showdown begin. Aside

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Bonds: Every Risk Factor At Once

Just when bond traders thought they had a handle on the narrative, the story got a rewrite.  For most of early 2026, the strategy was almost boringly simple: park your cash, collect a steady 4% yield, and wait for the Federal Reserve’s new leadership to

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Private Credit’s High-Profile Software Problem

The $1.8 trillion private credit market has long been the darling of the shadow banking world — a sleek, supposedly safer alternative to the messy public markets. But as of March 2026, the cracks are going deep and wide. JPMorgan Chase, titan of American banking,

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Gut Check: Why We “Stay The Course”

Analysts observing the effects of geopolitical events on financial markets have identified a recurring pattern: stocks often experience an initial decline following troubling news, but they tend to recover over time. Historical events—from Pearl Harbor and the Cuban Missile Crisis to the 1987 stock market

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