Market Seasonality Is Playing Out

☔️☔️ Market Seasonality Is Playing Out: Investors right now are an “uneasy patient” but the S&P 500s now-6% decline from its cycle peak began almost too perfectly, exactly as the often-tough month of August got underway
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Invest In A Monopoly

🚨 🚨 Invest In A Monopoly: BofA: “Given attractive FY25 valuation, we reiterate our Buy rating given we think the long-term growth story remains intact”

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Watch Exxon Mobil

🛢️ 🛢️ Exxon Mobil Corp expects its motor fuels and chemicals earnings to reach $16 billion by 2027, up about $4 billion from current levels

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Invest In Dividend Aristocrats

👑 👑 Invest In Dividend Aristocrats: yield 5.2%, have an A-credit rating, a 36-year dividend growth streak, and are expected to almost quadruple the S&P 500’s returns through 2025, while yielding 3X as much
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Risk-Parity ETF Plunges To 10-Month Lows

🚨 🚨 The synchronized slide across stocks, bonds and many commodities following the Federal Reserve meeting hammered the investing approach known as risk parity. The cross-asset declines handed the $926 million RPAR Risk Parity ETF its worst day since December and sent the fund to its lowest in 10 months

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Alibaba: Only For The Patient

🇨🇳 🇨🇳 Alibaba’s Operating income growth has been better than the company’s EBITA growth rate. Adjusted operating profit has soared 43% on a year-over-year basis. Net income growth has been even more outstanding, with a 48% increase compared to the previous year’s quarter

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El-Erian: “The Last Mile”

🚨 🚨 El-Erian: The “last mile” on this inflation journey is the trickiest, made more so by the lack of consensus among economists on the stars that normally guide monetary policy. They disagree on the level of the neutral interest rate, or R-star — the level at which monetary policy neither accommodative nor restrictive. A growing number of economists are willing to question whether 2 per cent remains the right inflation target in a world going through so many structural changes. And then there is the Fed’s “monetary policy framework” which, while only three years old, requires an urgent update

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A Cancer Trap Has Been Created

🚨 🚨 Cancers Appearing In Ways Never Before Seen After COVID Vaccinations: Dr. Harvey Risch

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Real Estate: Zurich Is Surging

🇨🇭 🇨🇭 Zurich has become one of Europe’s hottest housing markets with prices surging past London and Paris and showing how local shortages can offset interest rate hikes. Stoked by hiring from companies including Google, apartments in central Zurich are being listed at near record levels of over €18,000 per square meter

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