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Clearwater Analytics Holdings, Inc. (CWAN) Discussion of Economic Outlook and Market Forces Influencing Institutional Portfolio Strategies Transcript
Seeking Alpha· 2025-12-18 19:47
Core Viewpoint - The webinar focuses on the U.S. economic outlook and market forces as they approach 2026, emphasizing the need for investors to distinguish between short-term noise and significant signals [1]. Group 1: Economic Outlook - The presentation aims to provide a data-driven analysis of the U.S. economic landscape, highlighting persistent macroeconomic uncertainties [1]. - Investors are currently facing evolving portfolio risks, making it essential to identify critical market signals [1]. Group 2: Research Leadership - Matthew Vegari, Head of Research at CWAN, leads the research desk, which delivers insights at the intersection of macroeconomics and markets [2]. - The research team utilizes proprietary data to identify shifts that influence both tactical and long-term investment decisions [2].
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Andy· 2025-08-12 18:51
RT The Rollup (@therollupco)2013 crypto OG explains why stablecoins changed portfolio strategies."If you're not going to outperform Bitcoin with a trade or long-term play, you should just be buying Bitcoin or splitting half into Bitcoin, half into the venture" https://t.co/IW3nV5DMw0 ...