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AI Valuation Assumptions are Extraordinary - Is Your Portfolio Prepared?
Macro Views
Jonathan Poyer
Jan 14
2 min read
Why Trend Following Deserves a Defined Role in a Total Portfolio
Macro Views
Jonathan Poyer
Jan 6
2 min read
Looking At Palantir Technologies (PLTR) and its +74.24% Stock Rise into June
Macro Views
Jonathan Poyer
Jun 6, 2025
2 min read
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