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Fox Business correspondent on Trump's AI stance: "a set of self-regulatory boundaries"
3 arguments: Why he says the president's AI comments were only half-reported, what the administration may push the industry to do, and who a pause would…
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"Inflation is here to stay": former US Congressman on why spending won't be cut
12 arguments: why he says a real spending cut would bring riots, what he expects gold and bond yields to do when the dollar is dumped, and why he would…
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"That's an asinine reason to hike": Futures Edge on Wednesday's Fed decision
12 calls: Why a 93.5% hike probability may still not bind the Fed, the crude spike that priced a 4M-barrel shortfall, and the gold level one host says…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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Damped Spring CIO on bonds: "nobody wants to own real Treasuries at 3% yield"
16 arguments: Why he says inflation only falls when asset prices do, what the Fed can and cannot do to 10-year yields, and why Japan is finally…
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More than half of US homes fell in price in 12 months — Whalen Global Advisors chairman
13 calls: Why the Fed gets forced back into bond buying, the $2T deficit that makes a rate hike beside the point, and the insurers he says will not be…
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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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Justice Department subpoenas to Jerome Powell were quashed — Bloomberg Law
9 insights: The 10-year conspiracy theory that put the case in Florida, why the prosecutor hired to run it resigned last week, and the two indictments…
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Columbia law professor: most of Huawei's margin is earned outside the United States
7 takeaways: What the racketeering count forces prosecutors to prove, why nobody goes to prison if the government wins, and where a penalty that…
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87% of EV investment went into red states, says Reuters' US autos editor
15 numbers: The $160B six-year build-out, why announced EV projects fell from more than $50B a year to a $3B pace, and the 26,000 promised jobs that…
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Equity Mates: the ASX 200 growth index is down 10.25% over 12 months
15 takeaways: Why 14 of FY26's top 20 Australian stocks were resources, the Saudi export routes that pushed oil back toward $110, and the 13% of…
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Moody's chief economist: the 10-year was below 4% the day before the US bombed Iran
8 calls: Why he would vote to hold with the hike 95% priced, what a negative supply shock does to the Fed's two jobs, and the housing math at 7x income…
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