onSeptember 25, 2025

No recession ahead — and more stock-friendly takeaways from recent earnings reports

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Consumers will keep spending, AI and tech aren’t in a bubble, and the stock market has room to run.

onSeptember 25, 2025

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Are investors really suffering because companies report earnings every 3 months?

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A buildup in leverage would make the financial system more vulnerable and susceptible to shocks.

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onSeptember 25, 2025

Now worth $20 billion, Oklo has become the largest pre-revenue company listed in the U.S., as investors search for the next big AI trade.

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onSeptember 25, 2025

“I don’t plan on taking Social Security until 70 and I will have one other small pension.”