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Jesse Felder
Is the Time Ripe for a Revenge of the 'Old Economy’? By Jesse Felder - Aug 26, 2024

There is a very interesting case to be made for investing in the “old economy” today. Sentiment toward commodities and their producers has fallen to a degree of extreme bearishness you would expect...

James Picerno
Will Last Week’s Upbeat Economic Data Delay Rate Cuts? By James Picerno - Aug 19, 2024

US recession risk appeared to ease in the wake of last week’s encouraging updates for retail sales and jobless claims. Will the better-than-expected numbers delay the widely expected rate cut that...

Avi Gilburt
Why Economic Models Tend to Fail in Financial Markets By Avi Gilburt - Aug 16, 2024

Last week, I wrote an article entitled “Reasons For A Crash.” And, I will let you in on a little secret – I actually wrote that title as a test. You see, I assumed that the great majority of those...

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