Archive
This company has been quietly making moves in AI... And it should continue to outperform relative to expectations.
- IBM
Households have been spending more than they're saving – driving their excess savings down...
Great investors, and great thinkers in general, embrace that there's a lot they don't know...
Rather than rushing to find investments, PE firms are now waiting for disaster to strike...
The credit-ratings agencies are being far too generous with these risky companies...
The central bank doesn't have much wiggle room left...
This economy looks very different from the economy of early 2024....
ChatGPT is synonymous with AI for most people. But one competitor is shaping up as a frontrunner to overtake it.
- META
Private equity seems like a lost cause at the moment... But that doesn't mean all private investments are troubled.
Folks are ignoring the real news behind the recent market turmoil...