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The Post-Powell Playbook 8/22/25

Halftime Report

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Market Strategies and Sector Insights

This chapter explores recent trading moves, including the profitable sale of Halmet Aerospace shares and the investment strategies employed in response to market pullbacks. It highlights the significance of the aviation sector, retail earnings, and the differing strategies between traditional casinos and digital gambling platforms. The discussion also addresses the impact of tariffs on consumer spending and the resilience of certain retailers amidst evolving economic conditions.

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