Is the “Goldilocks” scenario about to be mauled by the 3 economic bears?
The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home
US stocks have soared this year. Here's why the music is about to stop
If you ever needed confirmation that the real economy is not the same as the stock market, today's reality provides that confirmation. On the economic side, the...
Will the AI rally turn out to be dotcom 2.0?
The extreme AI-led rally in US Mega-caps has got many wondering if they've missed the boat. The reality is the boat hasn’t been built yet.
The next generation of growth investing has arrived. It's time to meet the players
Growth investing is a new game with new rules and new players
Keep the faith: Why this analyst is (still) bullish on US big tech stocks
It has been a year to forget for many technology investors. The NASDAQ 100 is down nearly 30% year-to-date. The poster children of this decline, the US FAANG stocks,...
“Unbelievable moats” in reasonably priced US tech, says Bob Desmond
You could be forgiven for thinking technology stocks are in a death spiral. While researching this topic, my Google searches were almost always accompanied by terms...
Airlie: What the macro crossroads mean, and one stock on the right path
The intersection of a tragic conflict in Ukraine and the global macroeconomic flow-on effects, on top of rising inflation even as the Omicron threat recedes, have...
The Match Out: China injects more liquidity, stocks bounce, Weekly Video Update
The market was down early, but news that China’s central bank boosted its daily liquidity injection, plus confirmation that Evergrande had reached an agreement with...
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