The “ AI Revolution” : A Cautionary Tale and Its Investment Consequences
The re-emergence of AI as a topic of hype, caution and investment contains, in equal parts, the re-discovery of a pre-existing technology, but now...
The Weekly Market Monitor (31) – Bye, Bye, Triple-A
The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...
399 Views
Elon Musk's Latest X-Ceptionally Bad Idea
Elon Musk's latest boneheaded move is to dump the Twitter brand, worth as much as $20 billion, to name it "X" after his his longtime vanity...
454 Views
The Weekly Market Monitor (30) – Behold the Dovish Shift!
A surprisingly hawkish tone of central bankers suggests the end of the tightening cycle is near, with positive implications for Equities and...
382 Views
NVIDIA: Global Funds Hit New Highs
Global Fund exposure in NVIDIA Corp (NVDA US) has moved to record levels after a doubling of the share price this year..
418 Views