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Saturday, November 14, 2026

Prominent NVIDIA investors call for board to contemplate Huang's return | Seeking Alpha

Posted by Dwyer at 12:26 PM No comments:

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Friday, November 13, 2026

Inflation Is Sending Bond Yields Higher Again. Here’s Why We’re Not Worried

Inflation%20Is%20Sending%20Bond%20Yields%20Higher%20Again.%20Here%u2019s%20Why%20We%u2019re%20Not%20Worried%20%7C%20Morningstar

Posted by Dwyer at 4:27 PM No comments:

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Wednesday, November 11, 2026

Watch "The End of America." on YouTube

https://youtu.be/8pMRBZKZj6E?is=gCYSG0ULQSkIH8hk

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Tuesday, November 10, 2026

TSMC ... Anthropic

https://x.com/WSJbusiness/status/2120388657215320084?a=Ii3nEeZP_5I0gJMXwEM&s=03

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Monday, November 9, 2026

This Stock Is a Nearly Guaranteed Winner From the AI Infrastructure Buildout

Posted by Dwyer at 10:39 PM No comments:

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Blue Owl Capital Trades At 24.86% Discount To NAV While Yielding Over 10% (NYSE:OBDC) | Seeking Alpha

Posted by Dwyer at 10:36 PM No comments:

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Friday, November 6, 2026

Watch "Raoul Pal: I’m Buying These 3 Altcoins, While Everyone Is Selling" on YouTube

https://youtu.be/eJSdmRMynFI?is=cwdN-YUqQA5wYd1T

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“If the economy looks like it's slowing, it will be tempting to stop raising interest rates, and indeed, people in the market are expecting that interest rates will come down, beginning in December or January. I think that would be a serious error. “I think we are unlikely to restore inflation to target levels in scenarios that don't involve a recession at some point.” — Larry Summers, Former Treasury Secretary, Yahoo! Finance, August 3, 2022

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