Section
Technology
411 posts
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…
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
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.
Don't Trade the Headlines. Watch These Two Things Instead
Forward-looking analysis of the week's most important investment themes
AI’s Hidden Cost: Why Water Risk Belongs on Every Investor’s Radar
Access to clean water may be a deciding factor in who wins or loses the AI race.
When Will AI Be Both Powerful and Profitable?
by Chris Brightman, Research Affiliates Key Points Today’s historic level of AI capex generates headlines but may conflate…
Same-Day Options, Smarter Income: Nicolas Piquard on the Future of Covered Calls
Listen on The Move What if you could collect covered call option premium hundreds of times a…
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
Alfonso Peccatiello: You're not diversified. You just think you are.
Listen on The Move The bond market — not equities — is the most fragile and most…
Private Credit: The Narrative and The Reality
Separating signal from noise in a market under scrutiny Private credit is having its first real test. After…
Markets in the Crossfire: Schwab's Sonders and Martin on War, Yields, and a Fed That Admits It Doesn't Know
The first rule of understanding where markets actually stand — as opposed to where the headlines suggest —…
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap | Jeremy Schwartz and Jeff Weniger
Listen on The Move While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and…