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Stocks Hit New Highs, Private Credit Risks Grow, and the IPO Boom Returns

Markets are pushing to new highs—but under the surface, new risks are starting to build.

Chuck Zodda and Mike Armstrong break down why investors are betting on a resolution in the Strait of Hormuz despite ongoing disruptions—and how that optimism is fueling the rally.

Also covered:

Why Wall Street is ramping up bets against private credit

What today’s IPO environment says about investor appetite for risk

The return of complex financial instruments—and what it could mean

Two costly retirement mistakes and how to avoid them

What to consider before retiring abroad

From global tensions to…

The skinny

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