Charles Sizemore

The stock market is in panic mode. Friday’s selloff was painful. Today’s rout is harder still. What was the trigger? Ah! That’s the billion – nay trillion – dollar question, isn’t it? Let’s consider that. More importantly, let’s look beyond that to the other elephant in the room…

Will the Fed cut interest rates? Time will tell, but the bet in the markets is they will. But we’re starting to see early signs of the economy cooling. Are we looking at the possibility of stagflation?

We’re on high alert for the dangers of an incoming Trump administration, but what about an incoming Harris administration? What new risks do we need to watch out for in the event that Kamala Harris wins in November? Today, let’s find out.

Exponential progress requires a few basic building blocks to be in place. You need a mostly free economy with property and intellectual capital rights. People must be able to enjoy the benefits of their labor to be incentivized to do it. And you need the basic technology and power in place. Now comes the fun part! 

The legendary New York Yankees catcher Yogi Berra reminded us that it’s difficult to make predictions… especially about the future. But what is life without a few challenges? Today, let’s read the proverbial tea leaves and make a few predictions about the remainder of the year… More importantly, let’s consider where we should invest next.

“AI trades” got crowded a long time ago, and we’re seeing the inevitable result of that in the correction in Nvidia (NVDA) shares and other tech hardware plays. So, how can we play the inevitable rise of AI without piling into stocks that are priced to lose money? Here’s one way…