Section
Industrial Technology
40 posts
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
Visible Earnings: Why the Defense Sector's Structural Cycle Is Just Getting Started
Global rearmament, longer-duration contracts, and a new class of defense technology companies are converging into one of the most compelling multi-year investment theses institutional analysts have identified in a generation.
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 Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
From AI Hype to Reality: Investing in the Great Acceleration with ARK's Dan White
Listen on The Move What if the greatest risk in your portfolio right now isn't owning too…
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
So…You Want to Build a Data Center
by Thomas Shipp, Head of Equity Research, LPL Research Additional content provided by Tucker Beale, Sr. Analyst, Research.…
AI is Splitting the Market: The Hidden Winners Beyond NVIDIA with Spear's Ivana Delevska
Listen on The Move AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial…
The Great Rotation: From AI Buildout to AI Adoption
Why the Next Phase of the AI Boom May Belong to Early Adopters, Not Infrastructure Giants
The Global Power Crunch: The New Geopolitical and Economic Frontier
by Shawn Reynolds, Portfolio Manager, Global Resources, Van Eck Global power demand is surging, energy security is the new…
Fiber Optics vs. Data Centers: Dotcom and AI Comparisons
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. In…
Investing at the intersection: Infrastructure + AI
by Blackrock Fundamental Equities Infrastructure investing, once considered a niche play, is now at the center of the…
Markets: Bullish Vs Bearish Case
by Lance Roberts, RIA Just recently, Scott Rubner of Citadel Securities wrote an excellent piece discussing the bull…
AI Is Powering Productivity
by Ryan Boyle, Senior Economist, Northern Trust Gains from AI will be gradual but significant. Everything that our…
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Entering the intelligence age: Tech lessons for today’s market
The recent tech pullback echoes past cycles, but history offers key lessons. Franklin Equity Group shares three lessons to help seize opportunities as we move into the intelligence age.