AI & the Dow. The Dow reached a new milestone (50,000), and stayed above it for four days – then retreated. Why? The usual ‘AI bubble bursting’ explanation. I’ve been pondering the effect AI is
Is it a SaaSpocalypse? It has bothered me for some time that technology stocks are all lumped together. “Tech” has become one of those lazy market labels and covers everything from cloud infrastructure to social
Gold Fever: a Bubble? Gold has rarely been out of the headlines recently. New highs, endless commentary, breathless explanations. Gold is up. Silver is up. Every move is waved away with the same two words:
Panic First, Think Later Another week where panic ran well ahead of thinking. Some international headlines about tariffs and Greenland was enough to send everyone fleeing for the exits. So, on Tuesday the market slumped,
Fright of the Condor Some traders did NOT have a good Christmas – specifically the followers of Captain Condor. There were over a thousand of them, each paying $5,500 annually to access his trades. Collectively,
Dumb Money to Market Force. Up until recently, individual traders were overlooked in the stock market. What mattered were the professionals – the big banks, money managers and institutions – all with very deep pockets
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