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US Debt Could Interfere With Warsh's Attempt To Shrink The Fed's Balance Sheet
Kevin Warsh’s expected arrival as Federal Reserve Chair signals a potentially meaningful shift in the central bank’s philosophy — one that could reshape liquidity conditions, Treasury market dynamics, and long-term portfolio construction f
TSMC's Latest Outlook On The Global Semiconductor Market
Taiwan Semiconductor Manufacturing Company’s latest outlook reinforces a structural shift that wealth advisors and RIAs can no longer afford to view as cyclical.
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Charlie Munger: Lost Decade Looming?
He sees market returns being lower in the next decade. But don’t count on him to sell stock. After all, he’s stayed invested through worse cycles.
Citi Strategist Says 10% Correction in U.S. Stocks Is "Very Plausible"
Levkovich simply sees upside getting tough from here but concedes that a massive decline is unlikely as long as the Fed remains alert and active.
Gundlach Still Likes Gold But Bitcoin May Be The Way To Play Stimulus
Gundlach suggests that he came to the pro-crypto conclusion after staying neutral on both gold and the dollar for the past six months.
Cooperman: Too Much Debt In The System
Cooperman specifically pointed to the combination of the increasing national debt and the Fed pumping "free money" through the financial system.