LongTermInvesting
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Buffett’s Oil Bet Is a Bet Against the Energy Doom Narrative
Warren Buffett just made it clear: he’s not done with oil. And he’s definitely not done with Occidental. After Berkshire closed its $9.7B acquisition of OxyChem in January and kept its roughly 29% common stake in OXY intact (32%+ if you count warrants), the message isn’t subtle. Buffett isn’t trading this thing. He’s building around…
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The Fed’s Pause Is a Litmus Test — Stop Trading Like Cuts Are Guaranteed
The Fed just hit pause — and traders are already picking sides. At its late-January meeting, the Federal Reserve held rates at 3.50%–3.75% after three cuts in late 2025. Officials are signaling two more cuts later this year, but Dallas Fed President Lorie Logan threw cold water on any “cut now” enthusiasm, warning against moving…
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Hims & Hers Didn’t Fail — It Got Called on Its BS
Hims & Hers just posted strong earnings. The stock still got punched in the face. That’s not a contradiction — it’s the whole story. HIMS is one of the market’s most polarizing growth names right now. Bulls see a profitable DTC healthcare machine with a loyal subscriber base and a massive runway. Bears see a…
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