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In Congress, July 4, 1776
The unanimous Declaration of the thirteen united States of America, When in the Course of human events, it becomes necessary for one people to dissolve the political bands which have connected them with another, and to assume among the powers of the earth, the separate and equal station to which the Laws...
It’s an AI stock world and all the other stocks are just living in it, right? That is the persistent narrative we’ve been hearing for at least a couple of years and while the story is starting to see some cracks, it is still widely believed. There is still an underlying whiff of FOMO surrounding the AI and AI adjacent stocks. Is the narrative right? That is ...
Technology stocks have been outperforming for a long time. That’s how technology gets to be nearly 40% of the S&P 500 and the Russell 1000 and 60% of the NASDAQ 100. The concentration of the indexes in technology stocks is a function of how well they’ve performed and the performance has solid, fundamental roots. They continue to outperf...
Question everything. Learn something. Answer nothing.
Euripides
Investors live in a world of noise. Every day the financial media pumps out content designed to capture your attention. An economic report will generate multiple analyses, some bullish, some bearish, looking at identical data and arriving at opposite conclusions. Social media amplifies it all,...