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Investors Flee To The Safety Of Peloton
Peloton shares were a rare island of green in Thursday’s sea of red.
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Ukraine Reaps The Whirlwind
Seven years after mocking the Ukrainian-induced water shortage in Crimea, President Zelensky’s citizens wait in lines for fresh water. Plus, an update on our “Long energy, short Treasuries and tech” approach following the Fed meeting Wednesday.
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The Fed Doesn’t Care About The Midterms
The Democrats have been predicted to loose all year, so the Fed knows it won’t get blamed for this one. It will get blamed for interference in 2024 if it doesn’t finish tightening before then. All the more reason to lean hawkish now.
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The Case Against China Invading Taiwan
Why China probably won’t invade Taiwan. Plus, an update on betting against Chinese stocks.
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Preventing World War T From Turning Into World War III
How Elon Musk’s takeover of Twitter can be a force for peace. Plus an update on our macro call after an eventful week in tech capped by Musk’s acquisition of Twitter.
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Netflix Returns To Our Top Names
Netflix returns to our top names. Why the company may have a couple of tailwinds. What it’s inclusion in our top names says about near term market direction.
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What Comes Next In China
Why one analyst argues China may try to take Taiwan as early as this winter. Plus, an update on how our bearish China ETF has performed since we included it in a portfolio last week.
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A Man Who Saw The Future
John Pilger’s prescient warning from 2014 about the West’s intervention in Ukraine.
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