This post is opinion only. See full disclaimer below. I have written about many of these points in earlier posts, but let's consider anew here briefly just two key issues for the markets at present. Each of these areas are based in part ultimately on political power. I have argued for a long time now, … Continue reading Two Key Market Questions:
Category: AI
The interesting question of a possible AI bubble
This post is opinion only. See full disclaimer below. The case of the spectacular rise in AI stocks which have now been the market leaders and reigning stock market narrative for some time certainly requires a great deal of macro-political analysis by any investor regardless of their particular style of investing. Also educationally this run … Continue reading The interesting question of a possible AI bubble
High Risk Reward: Trump Tariffs and Politics Over Wall Street
I have spoken a lot in the past about the new global system and approach of the Trump administration, but I want to add here an element alluded to in earlier notes that is crucial for any current market analysis. The markets of the past 3 decades have had several unifying aspects and many 30 … Continue reading High Risk Reward: Trump Tariffs and Politics Over Wall Street
Tariffs and Politics as the Key to Market Valuations
As one commentator put it on the late night European Bloomberg show "Its now all about tariffs and politics!" For those of you who have been following the posts on this site you know that we believe this is the case regarding the importance of politics far more than the markets ever want to really … Continue reading Tariffs and Politics as the Key to Market Valuations
Impossible Contradictions: You can have clean energy or AI but you can’t have both
There's plenty of good reasons to like certain aspects of both AI and clean energy. Clean energy promises a less polluted planet, especially from emissions, and to help mitigate the dangers of global warming. AI promises significant increases in productivity and efficiency along with potentially a wider access to important information. I am certainly in … Continue reading Impossible Contradictions: You can have clean energy or AI but you can’t have both