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Only 5% Off the Highs — Are Markets Ignoring the Risk?
Markets swing again as oil pushes toward $91 and the 10-year yield climbs, yet stocks remain just 5% below their pre-war highs. Mike Armstrong and Paul Lane ask whether investors are underestimating the geopolitical and energy risks in front of them.
They break down:
Why volatility hasn’t translated into deeper equity losses
The deteriorating outlook for young and college-educated workers
CFO warnings that AI is coming for administrative jobs
Why timing “the worst 10 days” in markets is a fantasy
How retirees should think about risk, guardrails, and portfolio discipline
A heated debate over…
The skinny
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