Never Say Never
They say it only takes one generation to pass before history is forgotten...or, something like that.
Same Old Song & Dance
Sometimes things seem different, and yet they are still the same.
Have Investors Been Under A Spell?
It would appear that investors have been under a spell, so to speak, over the past 12 months, especially when it comes to AI-related names.
The Times They Are A-Changin'
The last several weeks we've explored some of the signs that markets are shifting. From valuations to labor weakness to economic softening, it's clear the times they are a changing.
Time After Time
There are positives to take away from some of the economic data and there are some negatives.
Twice As Hard
Over the past 12 months, investing has been easy if you just bought AI-related stocks. Moving forward, companies may find profits harder to generate and consumers may find earnings harder to come by.