January 19, 2025

Image Source: DepositPhotos  Some things are just irresolvable. Religious conflict and abortion are issues that come quickly to mind, along with whether tax cuts spur growth sufficient to hold fiscal deficits in check. The bond market won’t be weighing in

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January 19, 2025

Last Bear Standing

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In a normal stock market, some companies do well; their stocks go up. Some don’t do so well; their stocks go down. Researchers try to figure out — in advance — which are which. Good research pays off. ‘Behind every great

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Investors are rejoicing after a second round of slightly cooler inflation figures. I’ll share the details in a minute. Suffice it to say stocks are surging, gold and silver are rallying, and interest rates and the dollar are dropping.So, what

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AI agents “will come of age in 2025” writes AI futurist Steve Brown. But another AI expert, Tobias Zwingmann, argues that this year “the growing adoption of AI agents won’t deliver the productivity gains everyone expects.” These views, from two of the top

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January 19, 2025

Tok Tik

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I write 15 hours before the TikTok ban. I know almost exactly nothing about Tik Tok (I just installed the app as an act of … well it might not be available the day after tomorrow). I know almost nothing

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Image Source: ESG Today Google (GOOGL) announced that is has signed the largest-ever biochar-based carbon removal agreements, with two new 100,000 tonne deals to buy carbon removal credits from India-based Varaha and California-based Charm Industrial, for a total of 200,000

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January 19, 2025

Well-Poised Index Charts

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The shortened trading week ahead is a crucial one, because we are going to get to witness first-hand how the market reacts to what will be the high-water mark of promises, optimism, and giddiness. It will be the BEST opportunity to slather

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Following futures positions of non-commercials are as of January 14, 2025.10-year note: Currently net short 567.9k, down 104.5k.The 10-year treasury yield reached five percent (4.997 percent, to be precise) in October 2023 before coming under pressure. Last September, these notes

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