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The Taylor Market Report (9/19/23)

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End of the third quarter is only two weeks off. Lots of investors may want to take some profits before the last quarter of the year. And, the ones who wait for a year end rally may be VERY disappointed.

Publisher Notes For 9/20/23

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Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

Decentralized Diaries for the Week of 9/18/23

SBF says he has "issues". Well, everybody does, that's life. That said, many Americans don't want a CBDC. Bitcoin miners showed Paxos some love with the return...

The Week in Digital Wealth (9/18/23)

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  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

The Taylor Market Report (9/12/23)

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September and October (are notoriously "unfriendly" to the equity markets. Just a reminder if you have equity positions. You are part of a very bullish group, and very crowded trade.

Publisher Notes For 9/13/23

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Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

Decentralized Diaries for the Week of 9/12/23

Is a storm coming for cryptospace? That is possible. With mass departures from Binance, increased centralization, and shadow moves by market makers. That said, Apple bought rights...

The Week in Digital Wealth (9/12/23)

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The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

Advisor Tech Talk (Week of 9/11/23)

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The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

Summer’s Over. Now, The Sprint to Year End.

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Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly...