Daily Archives: August 8, 2025

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15Feb3:07 pmEST

Keeping it Actionable When the Action Goes Off the Rails

One would think rates would be knifing back under 4.2% today, given the continuing speculative mania in SMCI, for example, as the AI bubble rolls on. However, that is not the case: Rates are barely down.  Furthermore, Jeff Bezos is unloading billions of AMZN and now Warren Buffett is selling some of his AAPL (mind you, Buffett prefers to hold...

 
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