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Jeff Brown’s Exegesis AI Stock Picks
The artificial intelligence (AI) sector is experiencing rapid growth and innovation, with companies like NVIDIA experiencing unprecedented stock surges. This AI frenzy has generated significant wealth for many investors and fueled concerns about overvaluation and potential bubbles reminiscent of the dot-com era. However, Brownstone Research founder and chief investment analyst Jeff Brown believes that a…
Lawler: Early Read on Existing Home Sales in May
by Calculated Risk on 6/13/2025 02:33:00 PM From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.03 million in May, up 0.75% from April’s preliminary…
Do Trump’s tariffs signal the start of another Great Depression? – Fat Tail Daily
The Great Depression’s stock market crash began with the Smoot-Hawley tariffs. Will history rhyme a century later under President Trump? Economists love to debate what caused the Great Depression. You know a scientific discipline is problematic when it can’t even agree on history… But it’s hard to debate the facts as stock prices portray them….
HUDCO, IRB Infra among 5 stocks with long unwinding – Bearish Shift
Long unwinding is the sale of long-held stocks or positions to book profits or exit ahead of an expected downturn. Source link
Forex Trading the week of 03\/08\/2026: USDX, EU,UJ,GU
DISCLAIMER: Trading in the Foreign Exchange market involves a significant and substantial risk of loss and may not be suitable for everyone. You should carefully consider whether trading is suitable for you in light of your age, income, personal circumstances, trading knowledge, and financial resources. Only true discretionary income should be used for trading in…
FOMC Preview: No Change to Fed Funds Rate
by Calculated Risk on 7/27/2025 09:01:00 AM Most analysts expect no change to FOMC policy at the meeting this week, keeping the target range at 4 1/4 to 4 1/2 percent. Market participants currently expect the FOMC to cut the Fed Funds rate 25bp in September, with a second rate cut in December. From…