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MarketPatience

  • The Fed’s Pause Is a Litmus Test — Stop Trading Like Cuts Are Guaranteed

    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…

  • Disney’s Earnings Moment of Truth Is Now — Not Someday

    Disney’s Earnings Moment of Truth Is Now — Not Someday

    Disney’s next earnings won’t be about the headline EPS beat. It’ll be about whether two long-running arguments finally flip from “someday” to “now”: streaming makes real money, and parks margins stop going sideways. That combo is the bull case. Miss it, and the stock probably chops. Hit it, and Disney starts looking less like a…