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Monthly Archives: March 2025
Warren Buffett vs. Fund Managers: Who’s Right?
Warren Buffett is holding record-high levels of cash… Fund managers are holding record-low levels of cash… Hat tip: Charlie Bilelo It looks like it’s Warren Buffett’s turn to say, “I told you so.” – Barron’s
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Back to Yalta: A Great Power Carve Up?
As Trump seems to want to isolate and cut President Zelensky out of the peace negotiations while siding with Putin’s Russia, it conjures up an image of the Big Three – Putin, Xi, and Trump — carving up the world … Continue reading
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S&P 500 Key Levels
The S&P 500 closed right at its 100-day on Friday. The Nasdaq bounced right off its 200-day. Stay tuned.
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Blue Ghost Touches Down On Lunar Surface
Firefly Aerospace’s Blue Ghost lander has successfully touched down on the Moon, making it only the second privately built spacecraft to achieve this milestone. The Texas-based company developed the robotic lander as part of NASA’s Commercial Lunar Payload Services (CLPS) … Continue reading
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QOTD: Franklin and Winnie
Winston Churchill once remarked on his attentive relationship with President Franklin D. Roosevelt by saying, “No lover ever studied every whim of his mistress as I did those of President Roosevelt.” No doubt Putin and Xi scrutinize the current POTUS … Continue reading
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Global Risk Monitor: Week in Review – February 28
The past week saw heightened market volatility, with the S&P 500 and Nasdaq declining due to fading AI momentum and a growth scare, while the Dow Jones outperformed. The Atlanta Fed’s GDPNow model slashed Q1 GDP growth projections to -1.5%, … Continue reading
