🔒 The Economist: Has social media broken the stockmarket?
That is the contention of Cliff Asness, one of the great quant investors
Investor Insights
🔒 FT: Value investing is due for a big comeback
Four reasons why the ‘rope-a-dope’ strategy should narrow a valuation gap with a growth-orientated approach
🔒 Claudia Sahm: My recession rule was made to be broken
The US economy shows no clear signs of a significant downturn.
🔒 Investing after stocks fall: Rate cuts, Big Tech and US election uncertainty
Investor anxiety is growing as the Nasdaq 100 falls into correction territory
🔒 Investment bubbles: Will we ever learn how to avoid them? – Merryn Somerset Webb
Gravity isn’t just about heights, but also equity bubbles.
🔒 Ted Black: NOT buying Rainbow shares isn’t chicken, it’s the rational move
Rainbow Chickens has returned to the JSE
🔒 Cathie Wood says Tesla’s stock could surge tenfold with autonomous taxis
Cathie Wood predicts Tesla’s move into autonomous taxis could trigger a tenfold increase in its stock price
🔒 ‘Big Short’ investor Steve Eisman bullish on AI, big tech
Steve Eisman of Neuberger Berman predicts long-term strength in US megacap tech
🔒 How to invest during a high interest rate era
Bloomberg Businessweek explores the profound impact of interest rates on every facet of life.
🔒 Morgan Stanley’s Wilson warns of likely 10% market correction
Traders should prepare for a potential stock market pullback