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Markets

Trading ideas, observations, thoughts on the hot topics that occupy investors.

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The 2024 recap of consensus expectations

10 Minute Read

The Put/Call Ratio as a contrarian market timing indicator

5 Minute Read

Are we heading into an earnings recession?

5 Minute Read

Valuation doesn't matter... until it does

3 Minute Read

The considerable effects of long-term inflation differentials

2 Minute Read

Don't stockpile on crude

1 Minute Read