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It's almost like the Fed doesn't
need to cut
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00:01 - 03/12/25
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Cut your losers quickly. 10% is a
reasonable threshold to consider. After that it becomes
progressively harder to make up for the losses suffered
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Global trade is slowing down. The
WTO barometer is still above trend at 101.8 in September,
but is showing signs of cooling.
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OpenAI
is a cash furnace and it's unlikely to be sustainable.
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JP Morgan argues that
because GPUs are running near full capacity, that the AI
concerns are overblown and unlike the Dot Com fiber
build-out which remained underutilized
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