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What We Do
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On My Radar
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Client Login
What We Do
Team
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On My Radar
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On My Radar: Fiscal Dominance and the Not QE Question
Steve Blumenthal 12/12/25 Steve Blumenthal 12/12/25

On My Radar: Fiscal Dominance and the Not QE Question

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On My Radar: Bubble, Bubble, Avoid the Trouble
Steve Blumenthal 12/5/25 Steve Blumenthal 12/5/25

On My Radar: Bubble, Bubble, Avoid the Trouble

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On My Radar: Being Right or Making Money
Steve Blumenthal 11/21/25 Steve Blumenthal 11/21/25

On My Radar: Being Right or Making Money

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On My Radar: AI, Seven Stocks, and Private Credit
Steve Blumenthal 11/14/25 Steve Blumenthal 11/14/25

On My Radar: AI, Seven Stocks, and Private Credit

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On My Radar: Valuations, Inflation, Stagflation, and Finding Value
Steve Blumenthal 11/7/25 Steve Blumenthal 11/7/25

On My Radar: Valuations, Inflation, Stagflation, and Finding Value

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On My Radar: A Tactical Timeout - Two Empires at Critical Inflection Points
Steve Blumenthal 10/31/25 Steve Blumenthal 10/31/25

On My Radar: A Tactical Timeout - Two Empires at Critical Inflection Points

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On My Radar: Cockroaches, Sanctions, and the Debt Cycle’s Final Act
Steve Blumenthal 10/24/25 Steve Blumenthal 10/24/25

On My Radar: Cockroaches, Sanctions, and the Debt Cycle’s Final Act

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On My Radar: Xi-Trump Collision Course
Steve Blumenthal 10/17/25 Steve Blumenthal 10/17/25

On My Radar: Xi-Trump Collision Course

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On My Radar: Abenomics Part II
Steve Blumenthal 10/10/25 Steve Blumenthal 10/10/25

On My Radar: Abenomics Part II

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On My Radar - Tobin’s Q, Record High, and AI Humanoid Robots
Steve Blumenthal 10/3/25 Steve Blumenthal 10/3/25

On My Radar - Tobin’s Q, Record High, and AI Humanoid Robots

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On My Radar - 666 to 6,666
Steve Blumenthal 9/26/25 Steve Blumenthal 9/26/25

On My Radar - 666 to 6,666

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On My Radar - Trapped Like a Rolling Stone
Steve Blumenthal 9/19/25 Steve Blumenthal 9/19/25

On My Radar - Trapped Like a Rolling Stone

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On My Radar - Scales of Fed Justice
Steve Blumenthal 9/12/25 Steve Blumenthal 9/12/25

On My Radar - Scales of Fed Justice

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On My Radar - Game of Thrones III
Steve Blumenthal 9/5/25 Steve Blumenthal 9/5/25

On My Radar - Game of Thrones III

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On My Radar - Our Dollar, Your Problem
Steve Blumenthal 8/29/25 Steve Blumenthal 8/29/25

On My Radar - Our Dollar, Your Problem

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On My Radar - Rising Inflation, Bankruptcies, and Unemployment
Steve Blumenthal 8/22/25 Steve Blumenthal 8/22/25

On My Radar - Rising Inflation, Bankruptcies, and Unemployment

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On My Radar - The Modern Day World Order is a Game of Thrones
Steve Blumenthal 8/15/25 Steve Blumenthal 8/15/25

On My Radar - The Modern Day World Order is a Game of Thrones

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On My Radar - Gold and The Game of Thrones
Steve Blumenthal 8/8/25 Steve Blumenthal 8/8/25

On My Radar - Gold and The Game of Thrones

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On My Radar - What’s Messing with Copper?
Steve Blumenthal 8/1/25 Steve Blumenthal 8/1/25

On My Radar - What’s Messing with Copper?

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On My Radar - Super A.I.
Steve Blumenthal 7/25/25 Steve Blumenthal 7/25/25

On My Radar - Super A.I.

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