As we kick off a new year, it’s a good time to assess President Donald Trump’s performance on the economy. He came into office a year ago with his “America First” philosophy. He promised to bring down ...
In my three decades of managing money, if there’s one thing I’ve learned, it’s that “complexity” is often just a fancy word for “we’re charging you more to take a different kind of risk.” But every so ...
However, quantum systems are prone to errors, because qubits are very sensitive to noise like vibrations and temperature changes. No company has yet built a large-scale, fault-tolerant quantum ...
Risk-free rates are much lower than in 2000, supporting higher equity valuations without replicating past bubble dynamics.
A look at a wide range of valuation metrics clearly shows that silver is not in a bubble, despite its recent large gains.
Markets are shifting from easy gains to a new regime where earnings and execution matter. Read the full analysis here.
Bubbles burst on hype. This cycle is built on earnings, infrastructure and productivity, and 2026 may be the biggest year yet ...
As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.
The S&P 500 Index jumped 16% in 2025, with AI winners Nvidia Corp., Alphabet Inc., Broadcom Inc. and Microsoft Corp.