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Max Severijns
Sector
Yesterday
AI notetakers put investment firms on permanent record
Wall Street guru Ray Dalio made “radical transparency” famous at Bridgewater Associates, where…
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Investing
August 12, 2026
Who are Fed-watchers actually watching now?
Federal Reserve chairman Kevin Warsh’s retreat from forward guidance is pushing forecasters to other…
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Investing
July 30, 2026
Investors keep faith in tech rally despite Kimi K3 launch shock
The launch of the low-cost Chinese AI model Kimi K3 sent US technology stocks sharply lower in July…
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Investing
July 20, 2026
Space X slides below IPO price as short sellers pile in
One month ago, investors and journalists alike could not get enough of Space X. Today it’s one of…
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Asset Allocation
July 14, 2026
Pictet AM: ‘Future rate hikes won’t hurt equity portfolios like they used to’
Investors should no longer assume a Federal Reserve rate hike is automatically bad for equities…
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Investing
July 13, 2026
Equal-Weight S&P500 swings reveal Wall Street’s breadth battle
The outperformance of the equal-weight S&P500 relative to the traditional market-cap-weighted index…
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News
June 30, 2026
Private market fees drop as investors gain bargaining power
Investment managers are cutting fees across private markets after years of relative stability, with…
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Investing
June 29, 2026
Why AI investors are increasingly turning to Japan
Investors who want artificial intelligence in their portfolios are increasingly turning to Japan…
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Asset Allocation
June 24, 2026
AI bonds risk amplifying equity exposure, Doubleline warns
Institutional investors risk concentrating rather than diversifying their portfolios by adding…
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Investing
June 11, 2026
The great SpaceX valuation divide probably won’t be settled soon
How much should one pay for revenue that may not materialize for years? That’s the dilemma for…
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Investing
June 9, 2026
Autonomous Claude portfolio fires warning shot at active managers
An artificial intelligence portfolio powered by Anthropic’s Claude model has been attracting…
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Investing
June 3, 2026
Are ETFs ready for three gigantic IPOs this year?
The anticipated mega-cap listings of SpaceX, Anthropic and OpenAI are fueling debate over the risks…
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Investing
May 27, 2026
Greed, not fraud, is driving the chaos in private AI shares
Demand for Anthropic, OpenAI and SpaceX shares has overwhelmed a secondary market designed for…
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Investing
May 20, 2026
Japan again a hunting ground for Europeans as yields surge
After decades of near-zero rates, the Bank of Japan’s move toward tighter policy has pushed…
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