Market pricing in perfection, warns Verdence CIO

The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is lurking. Megan Horneman, who oversees $4.1 billion in assets under management, thinks there’s too much complacency around the Aug. 1 U.S. trade deadline. “This market is pricing in the perfect situation,” she told CNBC’s “Fast Money” on…

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Why Americans love gated communities

American gated communities have evolved to fit a variety of budgets, lifestyles and needs. They aren’t just a haven for retirees or the ultra-wealthy, although those communities are still prevalent.  Florida and California have the highest number of gated communities, in part because of weather and space. Retirees in particular chose Florida in the 1970s because…

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What worries media mogul Rogers

Former NBC Cable President Tom Rogers is dialing back his bullishness on Netflix. The media trailblazer, who was a self-proclaimed “raging bull” on Netflix, told CNBC’s “Fast Money” this week he’s starting to worry — and listed competition with free content on YouTube as a headwind. “[Netflix] still [has] more hit shows than all the…

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Under Trump, U.S. an active investor at scale not seen outside major crises

The Trump administration has taken direct stakes in companies on a scale rarely seen in the U.S. outside wartime or economic crisis, pushing a Republican Party that traditionally championed free-market capitalism to embrace state intervention in industries viewed as important for national security. Japan’s Nippon Steel agreed to give President Donald Trump a “golden share”…

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Southwest Airlines (LUV) 2Q 2025 earnings

Southwest Airlines on Wednesday posted second-quarter earnings and revenue that fell short of Wall Street’s estimates but said travel demand has stabilized, echoing other airlines in recent weeks. Shares were down more than 11% in afternoon trading Thursday. Here’s how Southwest performed in the second quarter compared with Wall Street expectations, according to consensus estimates from…

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