This year, we once again present our 2026 outlook as a retrospective from the future – a future in which the AI boom turned to bust.Next week, please join me for a Webcast on Wednesday, December 17 at 10:30 AM EST (3:30 PM GMT, 4:30…
The odds have risen that we have reached a “Metaverse Moment” – a situation where investors punish AI companies for increasing capex. This warrants greater caution towards AI stocks specifically, and the broader S&P 500 more…
While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button.
US equities remain significantly overvalued but fall short of classic bubble conditions. Our Chart Of The Week comes from Jonathan LaBerge, Chief Strategist of our Special Reports Unit.As the S&P 500 flirts with all-time highs,…
The AI boom has had less of an impact on the economy than widely believed. This may eventually change, but the risk is that investors grow impatient before it does.
To kick start our new research agenda at Equity Analyzer, we welcome you to our weekly screener report. Each week we will deliver three screeners highlighting stocks exposed to various macro and investment views and themes, that have…
The risk-off mood that dominated markets on Thursday, Friday and the early stages of Monday’s trading amid dismal payrolls, tech earnings and manufacturing PMIs seems to have dissipated for the time being. The positive…
