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Wednesday February 7, 2024

What the experts are reading  

Uncertainty creeps back into US Treasury market after Fed, blockbuster data

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Credit Card, Auto Loan Delinquency Rates Rise in NY Fed Report

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China’s $7 trillion stock rout is getting so bad that officials are briefing President Xi Jinping on how they plan to rescue markets

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EU mum as solar industry time bomb ticks

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Article from The Wall Street Journal is of relevance well beyond football and Sunday’s Super Bowl

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Why Are Companies Sitting on Cash Right Now?

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U.S. economy added 353,000 jobs in January, much better than expected

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Why the FTC is cracking down on location data brokers

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The Fed won’t be rushed

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GenAI Can Help Small Companies Level the Playing Field

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China's factory activity shrinks again, weak demand hobbles economy

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New York Community Bancorp’s stock loses a third of its value as it cuts dividend, posts surprise loss

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China Merges Hundreds of Rural Banks as Financial Risks Mount

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UPS is cutting 12,000 jobs

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Saudi Aramco Drops Expansion Plan, Raising Demand Questions

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The Real-Estate Downturn Comes for America’s Premier Office Towers

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How Financial Stability Hinges on Bank Business Models

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China Evergrande ordered to liquidate in landmark moment for crisis-hit sector

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Billionaire Jeff Bezos still uses a homemade scrappy door desk from the early days of launching Amazon

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Ten considerations for private markets in 2024

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How a Lucky Break Fueled Eli Lilly’s $600 Billion Weight-Loss Empire

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Economists expected a recession. They got strong growth instead. Here’s what they didn’t see coming

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20 Years of Apple vs. Microsoft, by Market Capitalization

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Evidence EVs are a fading fad is ‘rolling in fast’ as Tesla, GM and Ford slash prices

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Once again, US GDP growth surprises to the upside

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Regulators target fees for consumers who are denied a purchase for insufficient funds

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Tesla shares drop 8% after company warns of slowdown in 2024

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Turkey’s central bank hikes key interest rate again to 45% to battle inflation

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Retirees own more of the U.S. stock market than ever

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China Boosts Stimulus by Allowing Banks to Keep Smaller Reserves

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EU wants to upgrade its supercomputers to support generative AI startups

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IRA, AI Regulation, and the Future with Joe Grogan

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State Department responds to Putin on Alaska: ‘Certainly he’s not getting it back

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Bitcoin breaks below $39,000, bringing decline from ETF highs to more than 20%

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9 Trends That Will Shape Work in 2024 and Beyond

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The EV SUVs consumers want are coming

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Russian hackers broke into Microsoft’s corporate email system and gained access to some accounts of the company’s leadership team

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Why car insurance has gotten so expensive

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Companies rush to bond market in record $150bn debt splurge

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A Pay-Per-View Super Bowl? It May Happen Sooner Than You Think

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China’s $6.3 Trillion Stock Selloff Is Getting Uglier by the Day

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Every EV Qualified for U.S. Tax Credits in 2024

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4 Questions to Assess the Trustworthiness of Your Company’s GenAI

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Philadelphia Fed factory gauge remains in negative territory for 5th straight month

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Of all the copyright suits against AI companies, this one could be the game-changer

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Europe Car Sales Drop in December Led by EV Slump

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Jamie Dimon slams bitcoin as a 'pet rock' that does nothing and vows he's done talking about the cryptocurrency

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China’s Growth Slows to Three-Decade Low Excluding Pandemic

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Blackstone’s BREIT Posts Worst Yearly Performance in Its History

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It's so cold, Teslas are struggling to charge in Chicago

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'It hasn't delivered': The spectacular failure of self-checkout technology

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My three main points re the impact on the global economy of the Red Sea navigation disruptions:

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'Precarious' year ahead for world economy, Davos survey predicts

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Watch this robot cook shrimp and clean autonomously

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Apple iCloud: Doing this 1 thing can help stop hacks

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As car insurance continues to rise, U.S. inflation ticks up in December

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Bitcoin ETFs have a key difference from their stock fund counterparts

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Bank profits mostly fall in fourth quarter, but banks remain upbeat on economy and consumer

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Credit card delinquencies surpass pre-pandemic levels

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Understanding the Tradeoffs of the Amazon Antitrust Case

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BlackRock cuts Byju’s valuation by 95% to $1 billion

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Consumer prices rose 0.3% in December, higher than expected, pushing the annual rate to 3.4%

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There Is More to Hertz Dumping 20,000 EVs From Fleet Than Appearances Suggest

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Best Places to Work 2024

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Crypto and fintech groups fined $5.8bn in global crackdown on illicit money

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Overnight lines and mayhem in stores. It's not a new iPhone — it's a Stanley tumbler

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A war over Taiwan would be even more damaging to the US economy than COVID was, Bloomberg forecasts

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Oil prices may be soft in 2024 amid surprisingly ample supply

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Samsung warns fourth-quarter profit could plunge 35%, misses expectations

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Top Electric Vehicle Brands in the World — BYD & Tesla in a Different Universe

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Super-efficient solar cells: 10 Breakthrough Technologies 2024

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Amazon launches health monitoring program, partners with Omada Health

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Non-performing loans

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Cyberattack at loanDepot brings systems down

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Offices Around America Hit a New Vacancy Record

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Jobs, National Security, and the Future of Trade

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The Biggest Global Risks for Markets in 2024

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China stocks slump to five-year low in a dismal start to 2024

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What are the IRS tax brackets? What are the new federal tax brackets for 2023?

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The 2023 U.S. economy, in a dozen charts

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Elon Musk Has Used Illegal Drugs, Worrying Leaders at Tesla and SpaceX

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How Can the World’s Growth Engine Do Better?

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U.S. payrolls increased by 216,000 in December, much better than expected

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5-star analysts deliver a blunt warning about Apple's stock

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Logan Paul promises CryptoZoo refunds, as long as you don’t sue him

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Global money market funds see big demand as rate cut euphoria fades

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Chinese Company That Sparked Fears of Financial Contagion Falls Into Bankruptcy

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The California Town Owned by a New York Investment Firm

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Triumph and Disaster: The Best and Worst CEOs of 2023

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Uncharted territory: Navigating a ‘geopolitical recession’

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A Simple Hack to Help You Communicate More Effectively

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AI’s Productivity Boost Is ‘a Little Overhyped.’ Why It Won’t Rescue the Economy

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9 economic trends to watch in 2024

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Apple agrees to settle lawsuit over iTunes gift card scam

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Jeff Bezos Bets on a Google Challenger Using AI to Try to Upend Internet Search

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US Companies Ramped Up Hiring in December, ADP Data Show

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Spot Container Rates Surge By 173% Due To Red Sea Disruptions

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AI in 2024: What Can We Expect?

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3 Drivers of China’s Booming Electric Vehicle Market

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Pillow Talk

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Fed’s Barkin sees likely soft landing ahead but notes rate hikes still a possibility

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Those I bonds you bought when inflation soared? Here's why you may want to sell them.

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Over 80 percent of new cars sold in Norway were electric in 2023

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The Best and Worst Performing Sectors in 2023

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Analyst Hits Sell Button On Apple Stock As 2024 Begins. Here's Why.

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Sustained 'Artificial Sun' Promised by 2026 in Fusion Energy Upgrade

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Warren Buffett, James Simons and Phil Knight are among the top charity donors of 2023

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Housing market predictions: Six experts weigh in on the real estate outlook in 2024

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Elon Musk's X gets another valuation cut from Fidelity

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The Debt Matters Again

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Most infamous cryptocurrency fraud schemes of all time

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IBM AI chief advises people who want a tech job in 2024 to learn the language and creative thinking skills you get with the liberal arts

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Here are the 10 best performing S&P 500 stocks in 2023 — and the 10 worst

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FINRA's legality, billion-dollar fraud trials: Securities cases to watch in 2024

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The messy rise of weight-loss drugs

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Here we go again: 2023’s badly handled data breaches

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Central banks rethink forecasting after failures on inflation

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Where to Go in 2024

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Has Gratuity Culture Reached a Tipping Point?

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Google settles $5 billion consumer privacy lawsuit

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How U.S. oil production reached an all-time high in 2023

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Home prices will fall as 'silver tsunami' of baby boomers to unload fresh housing supply, top Wall Street forecaster says

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The New York Times sues OpenAI and Microsoft for using its stories to train chatbots

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The Late-Night Email to Tim Cook That Set the Apple Watch Saga in Motion

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US Pending Home Sales Index Holds at Lowest Level on Record

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2023: A Strange, Tumultuous Year in Sustainability

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Breaking Down the Spending at One of America’s Priciest Public Colleges

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The convicts of Silicon Valley, 2023 edition

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Biggest two-month rally in decades rescues beaten-up bond markets

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Ten major events that shaped business in 2023

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The Top 10 MIT SMR Articles of 2023

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Iran, Russia to trade in local currencies instead of US dollar - state media

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The Real Gold of Our Economy Is in Our Hands | Salvatore Cali | TED

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Fed’s favorite inflation gauge shows prices rose at 3.2% annual rate in November, less than expected

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These sectors and stocks dominated Wall Street's 2023 gains

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The Flip Side of Inflation


Austin, we have a problem! Tesla descends into battery hell


ESG Is Under Attack. How Should Your Company Respond?

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102 million people eligible for Google’s $630M lawsuit settlement

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Biden has big plans for semiconductors. But there's a big hole: not enough workers

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How Swiss authorities bungled Credit Suisse oversight

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The stock market's "fear gauge" is at its lowest level since the pandemic

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Fed’s dovish pivot is big gamble that’s likely to fail, says former top New York Fed official

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Visualizing How Big Tech Companies Make Their Billions

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Underestimating AI in Healthcare

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EU launches probe into Elon Musk's X for alleged failure to counter illegal content, disinformation

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Adam Silver on how the value of NBA teams grew 55 times

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Communication problem for the Federal Reserve

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It’s the Magnificent Seven’s Market. The Other Stocks Are Just Living in It.


Canada to announce all new cars must be zero emissions by 2035

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Inflation has cooled a lot. So why do things still feel so expensive?

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The tough economics of getting hard-to-find minerals for electric vehicle batteries

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Almost Entire $8 Trillion ETF Market Hinges on a Few Key Firms

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Amazon boosts its satellite internet network with the help of space lasers

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Russian Central Bank Raises Key Interest Rate To 16% To Counter Inflation

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A comprehensive list of 2023 tech layoffs

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This S&P 500 equal-weight ETF saw record inflows in 2023. Why the ‘anti-momentum’ fund is back in favor with investors

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Markets are becoming less efficient, not more, says AQR’s Clifford Asness

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Visualizing the Demand for Battery Raw Materials

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Federal Reserve keeps key interest rate unchanged and foresees 3 rate cuts next year

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Billionaire bond king Jeffrey Gundlach's 'fire alarm' is going off in the economy as Treasury yields break below a key level

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5 Forces That Will Drive the Adoption of GenAI

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