If you just follow the headlines, it feels like we’re in the middle of the next great market boom – SpaceX grabbing attention, AI companies lining up for IPOs, companies gaining 20-40% in one day after a strong quarterly earnings report, and record high after record high for the
This week feels like one of those moments where the headlines are pulling your attention in five different directions at once. From a potential frenzy around SpaceX, talk of (again/finally) “ending the war” creeping back into markets, and a steady drumbeat of capital raising that quietly tells a different
Probably the most frustrating thing for investors to learn is the relationship between economic growth, inflation, interest rates, and stock prices. Often during times of prolonged growth for stock prices we hear about a "Goldilocks" economy where growth and inflation are not too hot and not too cold. This allows
With a holiday shortened week and a noisy market with no real news, the little bit of market commentary in this week's blog is found in the Market Charts section below. Based on the last three years, it seems that the only thing that can stop the stock market
What can stop the AI momentum train? While more and more big name investors voice their concern about the stock market mania, nobody really knows what exactly will stop it. (Michael Burry, made famous by "The Big Short" has been the most vocal, but Paul Tudor Jones, Jim Chanos, Peter
