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!
“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.
Most investors believe they’ve missed out on the investment opportunities that arose during the AI Boom. They needed worry. What we’ve seen so far was only the first wave of AI. Now, we’re starting the second way, and investors have a new chance at investing profitably. Here’s how…
