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Shifting from Noise to Signal: An Important Update to My Market Recaps
For those of you who have been following my weekly market recaps, thank you for your time and attention. As part of my commitment to providing the most effective and time-efficient insights, I'm making a strategic change to my content schedule. Moving forward, I will be shifting from a weekly recap to a more impactful, two-part model: a comprehensive monthly deep dive and ad-hoc "Signal Alerts." Here are the simple reasons why: My core philosophy is to help you "Invest Smart,
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Nico DE BONY
Oct 152 min read
![[Nico's Weekly Insights] Enron 2.0: Is the AI Boom Built on an Accounting Lie?](https://static.wixstatic.com/media/e03bc3_821d49b6ae344b31a327dca08c9a01c0~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/e03bc3_821d49b6ae344b31a327dca08c9a01c0~mv2.webp)
![[Nico's Weekly Insights] Enron 2.0: Is the AI Boom Built on an Accounting Lie?](https://static.wixstatic.com/media/e03bc3_821d49b6ae344b31a327dca08c9a01c0~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/e03bc3_821d49b6ae344b31a327dca08c9a01c0~mv2.webp)
[Nico's Weekly Insights] Enron 2.0: Is the AI Boom Built on an Accounting Lie?
Introduction The story propping up the entire stock market is starting to unravel. For months, the narrative has been simple: an...
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Nico DE BONY
Oct 24 min read
![[Nico's Weekly Insights] Crisis of Credibility: Why the Fed, the BoC, and the AI Boom Are Flashing Red](https://static.wixstatic.com/media/e03bc3_3e2de61016094b53bdb67e978d2cf721~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/e03bc3_3e2de61016094b53bdb67e978d2cf721~mv2.webp)
![[Nico's Weekly Insights] Crisis of Credibility: Why the Fed, the BoC, and the AI Boom Are Flashing Red](https://static.wixstatic.com/media/e03bc3_3e2de61016094b53bdb67e978d2cf721~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/e03bc3_3e2de61016094b53bdb67e978d2cf721~mv2.webp)
[Nico's Weekly Insights] Crisis of Credibility: Why the Fed, the BoC, and the AI Boom Are Flashing Red
Introduction This was the week the Bank of Canada (BoC) and the US Federal Reserve (FED) were finally forced to act, cutting interest...
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Nico DE BONY
Sep 245 min read


The 911,000 Phantom Jobs: The Week Reality Officially Hit the Market
Introduction It’s one of the most confusing times to be an investor. On one hand, you see stock market tickers flashing near all-time...
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Nico DE BONY
Sep 155 min read


Nico's Weekly Insights: Job Losses Signal the Twin Bubbles Are Cracking
Introduction Welcome to your weekly briefing. For months, we've discussed the widening chasm between euphoric market highs and a...
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Nico DE BONY
Sep 75 min read


Nico's Weekly Insights - The Great Disconnect: Navigating a Market at Odds with Reality
Introduction Welcome to your weekly briefing. This week further exposed the widening chasm between euphoric market highs and a...
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Nico DE BONY
Sep 14 min read


Nico's Weekly Insights - A Fragile Rebound: Reading the Signals from a Roller-Coaster Week
Thumbnail for Nico's Weekly Insights Welcome to your weekly briefing! It was a roller-coaster week in the markets, driven by speculation,...
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Nico DE BONY
Aug 253 min read


The Great Disconnect: 3 More Signs the Market's Foundation is Cracking
large iceberg in a calm, very dark ocean On the surface, the market appears confident, hitting new highs with enthusiasm. But underneath,...
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Nico DE BONY
Aug 173 min read


Two Red Flags the Market is Ignoring
2 major red flags On the surface, the market appears confident. But underneath, there are troubling disconnects that suggest a different...
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Nico DE BONY
Aug 153 min read


Running on Fumes? Why the Stock Market and the Real Economy Are Telling Two Different Stories
It’s one of the most confusing times to be an investor. On one hand, you see stock market tickers flashing all-time highs. The news...
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Nico DE BONY
Aug 103 min read


The Storm is Here: How to Navigate a Stock Market That's Flashing Sell Signals
For weeks, we’ve seen the clouds gathering. Now, the storm has arrived. The market has shifted from a state of euphoria to one of high...
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Nico DE BONY
Aug 63 min read


Flying Blind: Central Banks Ignore Flashing Red Lights as Economic Data Weakens
It was another week of disconnect between market headlines and underlying economic reality. While central banks hold their course, a...
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Nico DE BONY
Aug 32 min read


Did You Miss the Boat? Or Did You Dodge a Bullet?
It's one of the most testing moments for any disciplined investor. It doesn't happen during the panic of a market crash, but in the...
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Nico DE BONY
Jul 303 min read
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