Israel Expects Iran War To Continue At Least Into April, Lebanon Conflict Longer

Should You Keep Your Target-Date Funds In Retirement? Authored by Javier Simon via The Epoch Times (emphasis ours), Target-date funds (TDFs) can be effective retirement savings vehicles for many investors. Target-date funds adjust risk over time, but their limited flexibility can make them less suitable for complex retirement plans. SsCreativeStudio/Shutterstock TDFs are professionally managed portfolios often built with various mutual funds. They are designed to automatically adjust their asset allocation of stocks, bonds, cash and sometimes alternative investments to become more conservative as you reach the target date. Over time, these funds reduce exposure...

Commodity Supercycle: The Enemy Of The Bull Thesis Authored by Lance Roberts via RealInvestmentAdvice.com, The commodity supercycle thesis is everywhere right now. Bank of America’s Michael Hartnett, one of the most widely read strategists on Wall Street, recently declared “commodities the biggest trade of the next five years,” anchoring the call on deglobalization, chronic capital underinvestment, and a world drifting away from dollar dominance. As is often the case, the narrative is extremely compelling. However, it’s also internally contradictory in ways that most investors aren’t stopping to examine. After three decades of managing money,...

AI "Circle Jerk" Returns: Anthropic To Spend $100 Billion On AWS In Amazon Deal Circular AI vendor financing is back and back in a big way... As we noted last fall, when we walked readers through the stunning math behind what we called the AI "circle jerk," this latest iteration centers on Amazon and Anthropic, with the left-leaning AI company now committing to spend more than $100 billion over the next decade on AWS infrastructure. In the announcement on Monday evening, Anthropic committed to spending more than $100 billion over the next...