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Dollar Slide Continues | Streaming Shockwaves | Copper Breakout

Dec 5, 2025

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13 min read

Dollar Slide Continues | Streaming Shockwaves | Copper Breakout

Netflix detonates Hollywood, PCE keeps the Fed on script, and markets bet that stability still has a bid... even as regulation, debt, and tariffs start rewriting the next playbook.

Dio Pouerie, +1

Two Americas | SoftBank Tests Alliances | Stack Failure Shakes Confidence

Dec 5, 2025

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13 min read

Two Americas | SoftBank Tests Alliances | Stack Failure Shakes Confidence

A mild bid hides mounting tension. PCE is the only data point that can confirm the soft-landing story or break the illusion outright.

Dio Pouerie, +1

Rates Expectations Shift | World Cup Tests Fanatics | Netflix Gains Leverage

Dec 4, 2025

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13 min read

Rates Expectations Shift | World Cup Tests Fanatics | Netflix Gains Leverage

A tape hides a market being reshaped by political oversight, fractured AI earnings, and bond markets that won’t wait for the Fed’s cut narrative to catch up.

Dio Pouerie, +1

The Market Missed Today’s Real Story. It Wasn’t AI or Rates.

Dec 4, 2025

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13 min read

The Market Missed Today’s Real Story. It Wasn’t AI or Rates.

Traffic may wobble, but disciplined brands are proving that perceived value beats short-term discounts in today’s cost-conscious consumer cycle.

Dio Pouerie, +1

Copper Sets Records | AI Sales Questioned | Fed Odds Rise

Dec 3, 2025

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14 min read

Copper Sets Records | AI Sales Questioned | Fed Odds Rise

A fractured tape emerged as AI doubts, energy strength, and small-cap rotation clashed with a market still pricing aggressive easing. Investors weighed relief against rising constraints.

Dio Pouerie, +1