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Wanted: A More Humble Fed
My professional focus has been identifying and trying to correct the common behavioral errors we all make as investors. One cannot help but notice how similar mistakes are made by these collections of people operating within large organizations. It is a side effect of observing markets and the economy: giant institutions making errors.……
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3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole
Amid Fed rate uncertainty after Kevin Warsh’s Jackson Hole speech, Charles Schwab, Cullen/Frost Bankers, and Jackson Financial each offer distinct ways to benefit from varying interest rate scenarios.
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IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings
IREN’s fiscal Q4 revenue fell year-over-year but beat estimates as AI cloud revenue surged, even as shares dropped and management pointed to 2029-2030 for sustained profitability.
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