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Equity Bottom-Up • Thematic (Sector/Industry)
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bullish•Cross Asset Strategy
•17 Dec 2025 22:17

Your AI Super Forecast: Will It Boom Or Bust?

Let’s not waste time blowing bubbles: we won’t know we’re in one until it bursts, after all. Instead, let’s see if we’re in for a crash – and more...

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bullish•Cross Asset Strategy
•03 Dec 2025 00:19

The Stupidly Simple Trend-Following Strategy That Actually Works

When markets are choppy, it’s natural to reach for forecasts, hot takes, and the thing everyone’s talking about. But sometimes the smartest move is...

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bullish•IDEXX Laboratories
•03 Dec 2025 00:15

How Our Research Picks Have Held Up: December 2025

Here’s your monthly look at the analysts’ investment ideas – and how they’ve done so far. Plus, the plays that Russell, Theodora, Reda, and...

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bearish•Cross Asset Strategy
•24 Nov 2025 19:36

AI And Investing In The New Technological Revolution

​Understanding the phases of technological revolutions can guide investment strategies, with AI seen as a critical milestone in the current...

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bullish•Cross Asset Strategy
•24 Nov 2025 19:30

Ray Dalio’s All-Weather Portfolio Works In Any Market – And This Tweak Makes It Even Better

​Ray Dalio's All-Weather Portfolio can be enhanced with a trend filter for improved risk-adjusted returns, reducing drawdowns, and providing a...

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