The Only Change Was No Change at All
This past Wednesday, March 20th, marked a much awaited “Fed Day”, the infamous March meeting…the ides of March. At the end of last year,
the market expected the Federal Reserve to begin its rate cut campaign on this day, with the first of seven expected cuts for the new year.
Scouting Potential Players in the Artificial Intelligence Industry
A potential “shopping list” of ideas that investors looking to get exposure to the AI industry could consider after a market pullback.
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