Section
Technology
420 posts
Larry Swedroe: The Adaptive Market & The Undiversified Investor
Listen on The Move Larry Swedroe has spent 30 years proving the market will almost always beat…
Tom Lee: Markets Are Resilient, Sentiment Is Broken, and the IPO Wave Could Reshape Public Equities
Fundstrat's Tom Lee joins Meb Faber to dissect the S&P's path to 7,300, the collapse of sentiment as a signal, the incoming mega-IPO supply shock, the structural logic behind Granny Shots, and why blockchain is doing to banking what cellular did to long distance.
The Mega IPO Trap
Why SpaceX and OpenAI Could Cost Index Fund Investors Dearly
Jurrien Timmer: Boom Bust Bubble?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Binary outcome, or a little…
Parabolic Semiconductor Rally Is Pricing In 2028 Already
by Lance Roberts, RIA The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF,…
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
Using the Late 90s as a Comp, the AI Boom Still Has Legs
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, LPL Financial Many have drawn the comparison between the current AI…
The ETF Bubble Nobody Is Talking About | Dave Nadig
Listen on The Move The ETF industry has never been more powerful — or more crowded. Dave…
What I Learned Losing Money to AI in a Prediction Market
by Spencer Morgan, Director of Portfolio Strategy, Purpose Investments It’s 8pm on Sunday. My Polymarket wallet balance shows…
Semis- Too Far, Too Fast… or Finally Catching Up?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Semiconductors, as an aggregate industry, are now up…
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
NVIDIA’s Quiet Climb: Surging Rankings, Sector Dominance, and a Critical Breakout Ahead
by SIACharts.com NVIDIA Corporation is currently positioned 61 out of 505 within the S&P 500 Index Report, supported…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next
Market Ethos: Scarcity Wins
by Nicholas Mersch, CFA, Associate Portfolio Manager, Purpose Investments Q1 2026 was the quarter the market stopped paying…
The Impact of AI on SaaS: A Risk Framework for Investors
by Jim Masturzo, Research Affiliates Key Points Rapid development of AI technology poses a direct threat to the…
How wealth advisory teams can use AI to amplify human intelligence
Bryan Powell, Executive Director, Practice Management Consultant, explains how wealth advisory teams can build, govern, and scale AI agents in practical, human-centered ways.