Fed likely to cut rates at Dec. meeting, Paramount's hostile bid for WBD

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• Trump informed Chinese President Xi Jinping about Nvidia chip approval and Xi responded favorably

  80% confidence

• CVS expects earnings to grow again in 2026

  80% confidence

• Lot of money chasing few good deals leading to acceptance of previously unacceptable terms

  80% confidence

• Fed will temper sentiment on rate cuts next year but investors need to watch labor market commentary

  80% confidence

• Market is definitely expecting a cut and is addicted to having this cut

  80% confidence

• Intel and AMD would also be eligible for modified chip sales to China

  80% confidence

• Supreme Court majority seemed in favor of giving Trump more power to remove independent agency personnel

  80% confidence

• Risk level today has gone up quite a bit with people thinking deals can't fail

  80% confidence

• Fed will cut 25 basis points but signal fewer cuts going forward in hawkish manner

  80% confidence

• Hawkish Fed cut would not be good for crypto in general

  80% confidence

• Seeing exotic financial deals reminiscent of 1980s excess with private credit

  80% confidence

• Bitcoin could end the year below $100,000 despite earlier estimates of $150,000-$200,000

  80% confidence

• Referenced Tricolor bankruptcy as potential cockroach signal for credit markets

  80% confidence

• 25 basis point cut is important for investor sentiment, not necessarily for companies

  80% confidence

• CVS is closing out the year with meaningful momentum across its business

  80% confidence

• To prevent China outpacing US in AI, US needs to be participant in China market

  80% confidence

• Short term Bitcoin holders have cost basis around $103,000 and tend to sell on rises

  80% confidence

• Competition is critical for advanced technologies and giving China competitive access will propel market forward

  80% confidence

• Investors need to sort of sit tight as we go into 2026

  80% confidence

• Kevin Hassett is favorite to become new Fed chair in May

  80% confidence

• Huawei is about 2 to 5 years behind Nvidia currently

  80% confidence

• Consumers remain intentional in their shopping behaviors but stand to benefit from at-home cooking trends

  80% confidence

• Heavy debt load on Warner Bros from acquisition could challenge their ability to be successful

  80% confidence

• Allowing Nvidia into China will slow down domestic Chinese competition

  80% confidence