GE Aerospace
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Scouting Reports
The Grid Bottleneck Rewiring Industrials
Jun 18, 2026
Industrial policy and artificial intelligence scaling have triggered an unprecedented race for electrons, but generating power is only half the battle. Moving that power to where it is actually needed
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The IPO Market Thaw and the Return to Active Management
Jun 2, 2026
The long-dormant initial public offering market is officially thawing. The maker of the popular Claude AI chatbot is preparing a landmark public listing, a highly anticipated move poised to redefine W
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Warsh Fed Speculation Rises Amid 6% Inflation and Rate Cut Demands
May 14, 2026
Kevin Warsh is being discussed as a possible future Federal Reserve chair at a perilous juncture. If confirmed by the Senate, he would face political pressure from the White House to lower borrowing c
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