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MarketCorrection

  • The Market’s Rate-Cut Delusion Just Got Exposed

    The Market’s Rate-Cut Delusion Just Got Exposed

    Wall Street had a reality check today — and it didn’t like what it saw. The market is down because the “rate cuts are coming” fantasy just got punched in the face by reality. A stronger-than-expected January jobs report (+130,000 payrolls, unemployment ticking down to 4.3%) reminded everyone that the economy isn’t slowing fast enough…

  • Hims Bet Big on GLP‑1s—and Tripped Over the Bill

    Hims Bet Big on GLP‑1s—and Tripped Over the Bill

    Is Hims a breakout growth trade or a crowded telehealth short? After the latest earnings and its GLP‑1 faceplant, it’s both — just not in the way the bulls want. Here’s the blunt take: Hims didn’t pivot to GLP‑1s. It lunged. And now the bill’s due. Start with the bull case, because it’s real. Hims…