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Investment Perspectives

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2022 Midyear Outlook: Slow Growth Ahead?

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The second half of the year should be better than the first.

Corporate Profits May Be The Next Thing To Break

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Earnings and interest rate outlooks both signal the potential for more pain.

Believe It Or Not, The Market Has Three Silver Linings

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Genuine value is being restored and government bonds are mitigating risk again.

The Energy Price Roller Coaster

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Giant waves of supply and demand shocks will likely continue to roil energy markets and the global economy.

The Supply-Side Fight Against Inflation

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Supply-side measures must play a large role in restoring price stability.

Bitcoin's Fair Value Is Tied To Gold And Tech Stocks

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Just four factors explain 88% of the variance in the digital currency's price over the last four years.

Tiger Global's Day Of Reckoning May Never Come

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The hedge fund is smart to pivot to venture capital investing.

Why Chip Stocks Are a Near- and Long-Term No-Brainer

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The semiconductor industry remains on track to deliver another healthy year of growth.

Relief At The Pump And For Portfolios?

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There are some potential signs that energy trends could be changing.

Rollover Race Between Growth And Inflation

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If inflation doesn't roll over before growth turns negative, the economy is in for a tough second half of the year.

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