Trouble for the AI Bubble
Published on: 20/11/2025
♪ Pop-pop-pop goes the AI bubble – and it is in trouble ♪. Highlighted by last week’s announcement that the company Cursor, a start-up that makes AI coding tools, raised...
Insights & Market Perspectives
Q1 2025 Market Commentary
Published on: 01/01/2025
How does one spell stock market bubble –T-S-L-A. Yes, Tesla’s stock price is currently elevated to a level that is “you name it” — overdone, excessively high, nose-bleed height or just plain crazy.
Real Interest Rates
Published on: 11/10/2024
On 9/18/2024 the Federal Reserve lowered its target range for the federal funds rate by half a percentage point. The current target rate range is now 4.75% to 5%. This was the first rate reduction since March 22, 2023.
Investment Opportunities in Gold
Published on: 10/04/2024
Golds’ recent ascent to over $2,300 signals a combination of fundamental factors. These include: the anticipation of lower interest rates, continued inflationary pressures and global political turbulence. Comments by U.S.