Section
Artificial Intelligence
151 posts
The AI Bubble: When the Architecture Cracks
The technology is real. The financial scaffolding around it may not be. That distinction is the organizing insight…
Imagining the Unthinkable for AI Investors
by Thomas Shipp, Head of Equity Research, LPL Research The most dangerous investment mistakes often begin with an…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Minerals Beneath the Machine: What the IEA's 2026 Critical Minerals Outlook Means for Investors
The IEA's (International Energy Agency) Global Critical Minerals Outlook 20261 does not read like a research report. It…
The Relationship Between AI and Inflation
Technology investment carries rising costs.
The New Exceptionalism: AI, Inflation, and the End of the Easy Cycle
The world economy has absorbed another significant shock and, once again, defied recession fears. What is driving that…
When Profits Become a Problem: Carlyle's Jason Thomas on the Hidden Risks Inside the AI Value Chain
Carlyle's Head of Global Research and Investment Strategy applies first-principles economics to the AI infrastructure boom and finds a troubling accounting identity lurking beneath record earnings.
The Job Apocalypse That Probably Isn't
Artificial intelligence is reshaping labor markets in real time. Goldman Sachs economists and MIT researchers agree the disruption…
Finding Value in the Crowded AI Trade: A Framework for Sorting Signal from Noise
Adam Grossman, Global Equity CIO at RiverFront, opens with a reframing. The question is no longer whether artificial…
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.
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…
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,…