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India graduates 11M students a year, 800K of them engineers, Wall Street Week finds
8 takeaways: Blackstone's best private equity returns anywhere came from India, why a graduate's odds of a formal job keep falling, and the 30-day…
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REITs beat the market for 7 straight years after dot-com burst — Jefferies analyst
11 calls: Why senior housing is the fastest-growing part of the sector, what a 5% 10-year does to property values, and the hyperscaler lease that resets…
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Treat a $400K nest egg like $300M, says Armington Capital founder
10 principles: The five funds he puts 20% each into, why he says middle-class investors take more risk than rich ones, and the two commodity ETFs he…
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Clever Real Estate editor: 93% of sellers who asked for a lower commission got it
5 lessons: What a full point off is worth on a median-priced home, why two thirds of sellers never ask, and what the NAR settlement changed about who…
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Franklin Templeton strategist: the modeling says 20–30% in alternatives, not 5–6%
6 insights: Why he says the private-credit redemption fights are self-inflicted, what the SpaceX listing reset for everyone else, and the allocation…
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James McIntyre: Australia's developer collapse is a private credit problem
5 takeaways: Why floating-rate mortgages make Australia the fastest transmission of rate rises, what a 30 June valuation now misses, and why this will…
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Emily Forlini: OpenAI did not know its own AIs were hacking Hugging Face
8 takeaways: What Sam Altman told Fortune about a 10% chance of extinction, why he rules out a 2026 IPO, and the $4.3T asset class billionaires are…
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Harry Dent: the average first crash out of a bubble is 46% in less than 3 months
9 predictions: Why he thinks housing falls harder than stocks, what 17 years and $31T of stimulus actually bought, and the one asset he says goes up…
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Jared Dillian: 4 AI magazine covers in 2 weeks mean the market is at the top
17 takeaways: why he is buying bonds at 5.3%, what a rollover in Costco stock would tell him, and the 5-sleeve portfolio he says falls 4–6% when stocks…
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Bare and Huddleston: $26M for the family farm, and they told the buyer to kick rocks
9 moments: Why she calls AI the antichrist, the neighbors they had to sue to stop the project, and the bar owner across the road who'd take the money…
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Peter Atwater: AI isn't widening the K-shaped economy, it's defining it
9 arguments: Why the bottom of the K is now bipartisan, what the data center backlash is really about, and where young savers are putting money instead…
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Jamie Halse: Japan small caps trade at 0.9x book, priced on 100-year-old land values
9 takeaways: How activists became kingmakers in Japan's buyout wars, why a Fujitech chairman was ousted over a classic car collection, and what 'that…
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