06-18-2020: Is The 'Baby Boomer' Investing Era Coming To A Close?

06-18-2020: Is The 'Baby Boomer' Investing Er...

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Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?

This past week delivered a rare natural experiment — major Fed communications and a historic Middle East ceasefire happened simultaneously, giving investors a live stress test of what truly moves markets. Dissecting which force had more power over stock prices, bond yields, and t ...  Show more

AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves

The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI capital expenditures. Investors are now asking whether the AI infrastructure buildout will ever transla ...  Show more

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