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Markets Are Already Underwriting SpaceX's Public Debut
SpaceX (SPAX.PVT) remains private, yet institutional positioning suggests markets are already underwriting its eventual public debut.
Former Trump Economic Adviser Gary Cohn Says Kevin Warsh Will Be A 'Fundamentalist' Fed Chair
(Yahoo! Finance) - The new chair of the Federal Reserve is poised to bring a “fundamentalist” approach to monetary policy, according to former National Economic Council Director Gary Cohn.
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Why The Strategists Are Loving Commodities
Across Wall Street, strategists ransack their playbooks for ways to position for a sharp recovery out of the pandemic as the Fed stays hot.
Warren Buffett Won’t Take the Reddit Bait
At 90, one of the greatest investors of all time urges a new generation to maintain "inner calm" and trust the greatness of American innovation.
Paul Singer Warns of Trouble, and Is Eager to Say ‘Told You So’
Singer exuded frustration at what he sees as the hysteria driving everything from Bitcoin to government debt -- a “return-free risk,” he complained.
Cathie Wood’s Achilles Heel: Concentrated Positions
Because niche opportunities are limited and Wood has been so successful at attracting new cash, much of it floods into the same companies.