The AI boom is real, but it’s getting fragile. Nvidia keeps crushing earnings, yet growth is slowing, and the whole AI economy rests on a tiny group of buyers. Ride the wave, just don’t bet your future on one story. Find your balance.
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Last week, the Fed gave markets what they wanted, a second 25 bps rate cut this year, but Chairman Powell’s comments quickly dampened hopes for another in December. Markets wobbled as stocks, rates, and bonds recalibrated. Amid the noise...
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The market is a strange animal. It sprints when it should catch its breath and shrinks when boldness would serve it best. Today, stocks perch at record heights. Seven names, those “Magnificent 7” you hear so much about, make up more than...
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Small stocks have lagged before, sometimes for years, and then the wheel turned. Market leadership runs in cycles, and history demonstrates that once conditions shift, the most neglected asset classes often have the most to give.
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