A Wealth of Common Sense

Further Reading: Half a Million Dollars 1The average decline for the S&P 500 in those years was a loss of just 5%. The post $150,000 or $1.5 Million or $5 Million appeared first on A Wealth of Common Sense. ...

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Through the close of markets on Monday, the S&P 500 ETF (SPY) was up 9.8% on the year. That’s a great return six months into the year. Surprisingly, it’s not the concentration at the top that’s carrying the returns anymore: The S&P 493 is outperforming the S&P 500 and the Mag 7 by a wide margin. Ironically, the hyperscalers spending so much money on AI could be bene...

Today’s Talk Your Book is brought to you by Alger: To learn more about Alger click here: www.alger.com/cneq  On today’s show, we discuss: Why Dr. Ankur Crawford thinks the AI bubble talk is overblown How supply chain consolidation gives the AI build-out unusual staying power Why the earnings estimate matters more than the multiple in AI valuations The case for power an...

Apparently June is the month to call a bubble if you’re a seasoned fund manager or prognosticator. Meb had Jim Grant on his podcast last week calling AI one of the greatest bubbles of all-time: Jim Chanos says the AI capex is bigger than the dot-com bubble: Jeremy Grantham loves calling for another bubble: So does Ray Dalio: I received a question this week about Dalio’s late...