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Mag 7 Stocks: Risk Or Opportunity In The Making?
Mag 7 Stocks: Risk Or Opportunity In The Making?
Authored by Lance Roberts via RealInvestmentAdvice.com
đź’° Mag 7 Stocks: What Is Causing The Drag
For the past few months, the “Magnificent 7”, or more colloquially known as “Mag 7,” stocks have looked more like the “Lag 7.” The market’s largest growth names, Apple (AAPL), Microsoft (MSFT), Google (GOOG), Amazon (AMZN), Tesla (TSLA), Meta (META), and Nvidia (NVDA), have trailed badly. Those Mag 7 stocks now carry a bearish story built around one word: capex. As we noted in last weekend’s report, the selling has been sharp. The question is...
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May 26, 2026 / Tyler Durden
Second Chinese 'Combat' Patrol Buzzes Taiwan Within Days, On Heels Of Xi-Trump Summit
Second Chinese 'Combat' Patrol Buzzes Taiwan Within Days, On Heels Of Xi-Trump Summit
In the wake of this month's Trump-Xi summit in Beijing, and as a 'paused' but still looming major US-approved weapons deal and transfer to Taipei is set to go forward, China is stepping up military patrols near and around the self-ruled island of Taiwan.
Taiwan's military is currently on high alert, having on Tuesday dispatched ships and fighter jets to monitor the second Chinese "joint combat readiness patrol" in a week near the island.
In a fresh post on X,...
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Aug 22, 2026 / Tyler Durden
Normal Interest Rates: What The Debt Panic Gets Wrong
Normal Interest Rates: What The Debt Panic Gets Wrong
Authored by Lance Roberts via RealInvestmentAdvice.com,
A 5% long bond isn’t the crisis, it’s the receipt, and the fifteen years when money was free did far more damage to growth than normal interest rates ever will.
This past week, two charts crossed my desk, arguing the same thing from opposite ends. The Kobeissi Letter flagged that U.S. borrowing rates just hit their highest level since 2007. Then, my friend and colleague, Adam Taggart, framed the economy as a submarine, with bond yields as...
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Mar 30, 2026 / Tyler Durden
Watch: EU Parliament Told Continent Is "On Track For Civil War"
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