Tracking the AI Buildout
This isn’t our first bubble. In fact, we have invested through many bubbles from dotcom, energy trading, China (2x), commodities, housing, mobile, fracking, cloud, marijuana, and now AI. Each was different…
Market News and Insights
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Earnings
4 Stocks to Watch This Earnings Season (Beyond Big Tech and AI)
AI jitters and rising rates are fueling a market rotation into once beaten-down defensive and real-economy stocks Steel Dynamics, Nucor, Kroger, and Kimberly-Clark face key earnings reports and corporate catalysts…
