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Europe will miss contracted Saudi oil deliveries, says Bloomberg's statecraft lead
4 takeaways: The pipeline attack that closed a Hormuz bypass, why Europe's shortfall pulls on US crude, diesel at a record high, and what the Greenland…
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Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the world
16 insights: why he says 2% of companies report AI in their earnings, who actually pays for the 2028 Los Angeles Games, and why he says there is no M…
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"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks
15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…
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Bloomberg reporters: 16% of pharma licensing deals involved China in 2022, now half
12 insights: The Merck cancer drug that came out of Sichuan, what the 2015 regulatory overhaul did, and why Washington cannot agree on whether to stop…
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Carlyle CEO: the crowding out from AI spending should be expected, not feared
7 insights: What 750,000 employees across its portfolio say about the economy, why it returned $37B in 12 months, and the buyback he is running while…
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BNP Paribas strategist: 5% is not the ceiling on the 10-year, and 3 hikes won't do it
6 predictions: Why the economy has stopped responding to rates, what the Fed has to prove to the bond market, and the late-1990s hiking cycle he…
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Baird strategist: the frontier labs are worried about open source, not China
5 calls: Why he wants the cloud titans to self-regulate before politicians arrive, what 70+ earnings calls told him about the build-out, and when to…
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Peter Elstrom: SoftBank fell about 11% because OpenAI's listing just moved
4 insights: What Beijing's foreign ministry said about the slowdown, why China's labs are not the ones being asked to pace, and how the news reached…
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Mike Shepard: fear of AI is also a marketing win, until it isn't
6 takeaways: why a no-name researcher's resignation post reached Washington, what actually happened inside the Hugging Face breakout, and the "kill…
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Seema Shah: the Fed's credibility problem is what raises the odds of a hike
4 takeaways: why the midterms are noise, the yield level that would actually trouble stocks, and what Friday's inflation print decides
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Tyler Gardner: his clients didn't want to be educated, so he taught 6M strangers
12 takeaways: A wrong Roth IRA explainer with 2M views, why every short video is only top of funnel, and the cringe phase where most would-be creators…
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Denning and Laya: no balance sheet has surfaced for the $100B Venezuela partner
10 insights: Why the White House calls oil investment a precondition for democracy, what an interim president can legally sign, and the production gain…
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