For months now we’ve been writing about angst across the economy. Depending on the writer or the economic report, Americans are described as workers, labor, youth, baby boomers, Gen Xers, Millennials, ...
The Democratic Party’s victory in the midterms was not especially surprising. (I have been saying for two months that the ...
I have written on various aspects of artificial intelligence for the last two weeks. My intention was to move on to do some ...
It is a distinctly American trait to create environments where entrepreneurs thrive, hard work leads to a better life, and a ...
We’re smack-dab in the middle of the most important week of third-quarter earnings reporting. Over one third of S&P 500 ...
Have you ever sold a winning position just to watch the shares continue to run higher? How about your losers? Have you ever held onto hope and a losing position for longer than you should? Then you ...
When a Credit Default Swap Isn’t about Credit Just this last week we saw Broadcom's $63 billion Anthropic financing vehicle, Meta's $95 billion stock sale, neoclouds still shut out of credit, SK Hynix ...
David Rosenberg Transcript Slides Bonus 2 Bonus Slides 2 Slides 3 David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio ...
Every week, John Mauldin and Patrick Watson sift through reams of high-end research and send hand-selected pieces to readers. Much of this is privileged, client-only information from brilliant ...
For the last two years, I have been writing about the promise of Artificial Intelligence, noting the extraordinary, unbelievable, galactic-sized capital investments needed to move this new technology ...
Before we get to this week’s interview, I want to mention an important resource from our friend Dr. Lacy Hunt. Dr. Hunt is Executive Vice President and Chief Economist of Hoisington Investment ...
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