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Rates Expectations Shift | World Cup Tests Fanatics | Netflix Gains Leverage

Dec 4, 2025

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13 min read

Rates Expectations Shift | World Cup Tests Fanatics | Netflix Gains Leverage

A tape hides a market being reshaped by political oversight, fractured AI earnings, and bond markets that won’t wait for the Fed’s cut narrative to catch up.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Market Missed Today’s Real Story. It Wasn’t AI or Rates.

Dec 4, 2025

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13 min read

The Market Missed Today’s Real Story. It Wasn’t AI or Rates.

Traffic may wobble, but disciplined brands are proving that perceived value beats short-term discounts in today’s cost-conscious consumer cycle.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Copper Sets Records | AI Sales Questioned | Fed Odds Rise

Dec 3, 2025

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14 min read

Copper Sets Records | AI Sales Questioned | Fed Odds Rise

A fractured tape emerged as AI doubts, energy strength, and small-cap rotation clashed with a market still pricing aggressive easing. Investors weighed relief against rising constraints.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nvidia Leads Early | Micro-IPOs Crack | AI Demand Explodes

Dec 3, 2025

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15 min read

Nvidia Leads Early | Micro-IPOs Crack | AI Demand Explodes

Futures are steady, but AI strength, fragile credit, and Nasdaq’s small-cap reckoning keep markets on alert.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Boeing Rebuilds Trust | Bitcoin Snaps Back | Risk Appetite Returns

Dec 2, 2025

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14 min read

Boeing Rebuilds Trust | Bitcoin Snaps Back | Risk Appetite Returns

Bitcoin’s rebound steadies nerves while rents slide and dilution takes the spotlight. A day of rebounds masks a market still sorting resilience from exhaustion.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Apple Shifts | OpenAI Stumbles | SoftBank Sells | Pipelines Surge

Dec 2, 2025

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16 min read

Apple Shifts | OpenAI Stumbles | SoftBank Sells | Pipelines Surge

A narrow set of players now dictates whether this rally holds or fractures. Economies now move in opposite directions... and markets feel the tension.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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