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Indicators Point to Higher Market Upside After Strong Earning Reports

by The Wealth Advisor Contributor
Strong earnings momentum—particularly across AI-linked sectors—continues to underpin equity market resilience and supports the case for further upside. With major indices hovering near record levels and the S&P 500 delivering its strongest monthly performance since late 2020, the current environment is being driven less by multiple expansion and more by fundamental profit growth.

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Private Credit Could Spark Psychological Contagion, Barr Warns

(Bloomberg) - Federal Reserve Governor Michael Barr said stress in private credit could spark “psychological contagion” leading to a broader credit crunch, once again warning against loosening the reins on Wall Street at a time

Bessent Says US Is ‘Suffocating’ Iran With Oil Industry Creaking

(Bloomberg) - Treasury Secretary Scott Bessent said the US is “suffocating” Iran with economic and financial pressure, suggesting that the rulers in Tehran will eventually buckle.

Kevin Warsh Says He Favors A More Dynamic Approach To Monetary Policy

Incoming Federal Reserve Chair Kevin Warsh signaled during his confirmation hearing that he favors a more dynamic and openly debated approach to monetary policy deliberations, suggesting that more rigorous internal disagreement can ultimat

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News that Credit Suisse had hired private investigators to tail a star who defected to a rival has captivated the hush-hush world of Swiss banking.

Commentaries

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At one point, the president brought up Schwarzman, who has at times functioned as an intermediary between the U.S. and Chinese governments.

Commentaries

Yale's Endowment Now Trailing The Rest Of The Ivy League

Remember the "legendary" David Swensen? He's only up 5.7% this year, lagging Brown, every other Ivy school and the S&P 500 by a substantial margin.

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