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  • Retirement Investing Advice for a Fracturing World

    International stocks and gold may be good bets for both gains and safety in a riskier global market. 

  • Meta taps Microsoft for CLO replacement

    Facebook-owner Meta taps Microsoft for CLO replacement 

  • Meta: The Agentic Density Arbitrage, The Blackwell Gap, And The Asset Useful Life Paradox

    Meta is rated a Strong Buy, with current valuation dislocation driven by accounting noise and misunderstood CapEx cycles. Click here to read more.