This question has gained traction in the minds of investors and the media alike. This should not be a surprise though; all we have to do is look at the seemingly unstoppable meteoric rise of AI-related stocks like Nvidia, ARM Holdings, and Super Micro Computers. The number of companies that have incorporated the term “Artificial Intelligence” into their earnings calls over the past couple of quarters is astounding, prompting investors to wonder whether we are witnessing the early stages of a tech bubble…and rightly so.

The 2024 US Election: the consequences of polarization

As 2024 advances and we approach the end of the first quarter, we are starting to see the presidential election in the US increasingly in the spotlight.

The Nvidia Phenomenon

Thoughts on Nvidia after its historical earnings report.

Argentina: back to square one
As has become customary, the situation in Argentina remains as relevant as ever for investors interested in having exposure to Latin America.

Momentum is a Powerful Force
The market appears to have backed itself into a corner, leaving only a very narrow corridor of possibilities to meet its lofty expectations, with a lot of room for error.

Banks, A Turbulent Story For 2024 .

What are banks trying to tell us about 2024?

The Picks and Shovels of Artificial Intelligence in the Context of the Current Market Backdrop

Investing in Artificial Intelligence beyond the Magnificent 7, while keeping the overall equity market in perspective.

Promises, Expectations, and Probabilities
A quick look at what may lie ahead for the S&P 500 in 2024

The Price of Perfection
A look at the Federal Reserve’s recent decision on interest rates and the expectations that the market appears to be pricing in.

Is Past Performance a Guarantee of Future Results?
Cash is king. This is a phrase that we have been hearing in the media for a while, especially given the currently high level of short-term interest rates. As a result, many investors have chosen to exit the markets and increase their allocations to cash in their portfolios. But is cash really king?