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…
The news cycle is always noisy, but this year it’s been deafening. And with the presidential election still ahead, the noise is just getting started. So let’s take a minute to unpack this chaotic whirlwind of a year-to-date and separate the durable trends that actually matter from the barrage of distracting noise.
AI is one of the hottest investment themes in the market right now. But as with any exponential progress, the speed at which change happens is almost blinding. AI is about to enter into a second phase. Here’s how to keep your eye on the prize.
The U.S. housing market is in shambles, and everyday Americans are paying the price (quite literally). Eviction rates have surpassed pre-Covid levels. Citizens are responding in inventive ways…
There’s something to be said about keeping some money OUT of the system. But to actually put your money to work for you, you have to take the risks and play the game. That doesn’t mean you need to be reckless. You need to take steps to protect yourself against the Corzines out there.
The tech sector is a good leading indicator of election outcomes. It favors democratic administrations, so if its gaining ground, it indicates investors believe a Democrat could win the election. If it’s sliding, they’re pricing in a Republican victory. But, does any of it actually matter?
