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AI Concentration & the Case for Rebalancing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
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Weekly Trader's Outlook
Stocks are on track for modest weekly losses, particularly in the technology space, as rising oil prices and higher Treasury yields keep investors sidelined, despite strong earnings reports.
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China's Chips, Crypto Clarity, Creeping Spreads
This week's update includes analysis of China's approach to AI, thoughts on another potential government shutdown, a Clarity Act check-in, and a look at credit spread trends.
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