Interest Rates Set to Move Higher for Longer as Inflation Persists
With the AI bubble looking to “jump the shark” and conflict in the Middle East ongoing, the Federal Reserve has little choice.
Take Off Your AI-Tinted Goggles to See Perils and Opportunities Like This
As earnings reveals a less-than-pretty picture in the market, I’m eyeing some carefully selected stocks outside the tech trade.
Why the Debt Will Do Us In
As I look at the markets and the economy, this quote by James Carville keeps ringing in my head….
AI Giants Begin to Appear Defenseless
As I look out to the major artificial intelligence names, I see something missing: a moat.
When the ‘AI Inflation’ Hits the Fan
Rising costs associated with AI are weighing on stocks like Apple. But there’s a bigger question looming for hyperscalers.
Careful Where You Step in This Market
Tech is looking stretched, housing is looking weak and SpaceX is blasting past powerhouses like Amazon as other AI companies line up to go public.
The Market Faces 3 Existential Concerns as SpaceX Makes Dubious History
The largest initial public offering in history is adding to some concerning trends for the market.
Private Credit Contagion Will Spread as Market Ventures into Uncharted Territory
When else in history have equities traded at record highs while consumer sentiment readings were at record lows?
Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.