Section
Technology
451 posts
The Everything Code: Raoul Pal's Framework for Why Debasement, Not Inflation, Is the Number That Matters
by AdvisorAnalyst.com Editorial Team Raoul Pal opens with a diagnosis most working professionals feel but few can articulate.…
Tech Dominance Grows, But the Rest of the S&P 500 Is Quietly Building Its Case
by AdvisorAnalyst.com Editorial Team The AI trade runs on nerves. Every sharp pullback over the past few years…
Is AI Inflationary or Deflationary?
AI may lower prices long term, but today’s surge in investment is straining supply—posing a near-term inflation challenge for markets and the Fed.
Aligned and Dangerous: J.P. Morgan's Cembalest on Anthropic's Mythos, Cyber Risk, and the New Multipolar AI Threat
by AdvisorAnalyst.com Editorial Team J.P. Morgan's Michael Cembalest doesn't reach for dramatic language lightly. When the Chairman of…
AI Downsides Dominate Discourse
Skepticism of AI may keep its growth in check.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
AI Is the Economy Now. Everything Else Is Noise.
by AdvisorAnalyst.com Editorial Team The U.S. economy entered the second half of 2026 not on the strength of…
What the Market Is Betting On: Mauboussin and Callahan's Framework for Reading Expectations
by AdvisorAnalyst.com Staff Every stock price contains a confession. Part of it admits what a company earns today.…
Seth Klarman Calls It: "I Think It Has Characteristics of a Bubble"
Seth Klarman does not need the legendary label CNBC's Sara Eisen attaches to him before their conversation even…
Tech's Cash Flow Tells the Truth: RiverFront Says the Party Isn't Over Yet
The questions piling into RiverFront Investment Group's inbox have a familiar ring to them — and Chris Konstantinos…
Tech Stock Climax
by William Smead, CIO, Smead Capital Management Dear fellow investors, In my 45 years in the investment business,…
Who Should Own AI? AllianceBernstein's Jenkins Asks the Question Politicians Won't Answer
by Editorial Team, AdvisorAnalyst.com A strange thing has happened in American politics: Bernie Sanders and Donald Trump agree…
Why Nobody Can Score AI Job Exposure — Benedict Evans Makes the Case for "It Depends"
by Editorial Team, AdvisorAnalyst.com Every wave of automation produces the same parlour game: rank the jobs, score the…
Glass and Light: The Infrastructure Layer of the Quantum Market Is Missing
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways Nvidia’s multibillion-dollar investments in Lumentum, Coherent and Corning…
The Ten Laws of AI Investing: Morgan Stanley's Framework for the Decade Ahead
by AdvisorAnalyst.com Editorial Team Three years ago, artificial intelligence was a curiosity. Today it is a capital allocation…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…