Ducks on the Water: Beneath the Surface, Market Speculation Runs Deep

Published on November 25, 2025

Like ducks on a pond, markets often appear calm on the surface while churning furiously underneath. For financial markets, above the surface, attention has focused on equity market valuations and record-tight levels of credit spreads, but a deeper look reveals even more extreme dynamics below.

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Nvidia’s Jensen Huang Warns China Could Overtake the U.S. in the AI Arms Race

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