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What's really moving these markets

Commodities are starting a new bull market

Why AT&T and Verizon are sinking… Why a Fed rate cut would be bad… The forgotten sector with a ton of upside… Why are stocks rising as earnings decline? … And how to play the new commodities bull market.

Something is ‘off’ about this rally

Housing demand remains strong—but for how much longer? ... Tesla's terrible results... The one telecom stock to buy right now... And why meaningful crypto regulation won’t happen anytime soon. Plus, the global anti-dollar rhetoric—and which assets will benefit.