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Market Wraps
Macro thoughts
Latest news and analysis on Macro thoughts
Education
July 21, 2023 13:23
Does macro matter for stock picking?
How much attention should investors pay to macroeconomic issues?
Kiryll Prakapenka
Fat Tail Investment Research
July 21, 2023 13:23
Macro
April 06, 2022 14:00
Bassanese Bites: The Fed should hike rates by a full percentage point next month
Global MarketsGlobal equities consolidated last week after solid gains over the previous two weeks, with the most notable market movement being a sharp drop in oil...
David Bassanese
Betashares
April 06, 2022 14:00
January 18, 2018 08:33
How we are thinking about the year ahead
At this time of year, it's only natural to spend some additional time reviewing broader market expectations for the year ahead and how that might impact current...
Andrew Mitchell
Ophir Asset Management
January 18, 2018 08:33
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AI is changing where value accrues. Most investors haven't noticed
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Buy Hold Sell: 3 market leaders (and 2 big
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