Section
Technology
297 posts
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Ontario's Nuclear Renaissance a Cheat Sheet for US to Decarbonize Effectively
According to Doomberg1, in 2009, the Legislative Assembly of Ontario passed the Green Energy Act (GEA), a bill…
Goldman Sachs – Generative AI: Hype, or Truly Transformative?
by Goldman Sachs - Global Research Since the release of OpenAI’s generative AI tool ChatGPT in November, investor…
Nasdaq Rebalance Spotlights Risks from Supersized Set of Stocks
by AllianceBernstein Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaq’s plan to reconfigure…
Equity Outlook: AI Stars Eclipse Broader Earnings Resilience
by Chris Hogbin, Head – Equities, AllianceBernstein Excitement over AI has driven equities this year. Yet investors should…
Technology advancements driving opportunities in health care
by Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group, Amritha Kasturirangan, Portfolio Manager, Research Analyst, Franklin…
Artificial Intelligence Envy
by William Smead, Smead Capital Management Dear fellow investors, Charlie Munger says, “Envy is a really stupid sin…
Investing in Web3 Companies: Riding the Wave of the Next Digital Revolution
by Frank Holmes, CEO, CIO, U.S. Global Investors Bracing for Web3, the Next-Generation Internet Imagine a new digital…
Speculation In A.I. May Face Challenges
by Lance Roberts, RIA The current market speculation surrounding artificial intelligence (A.I.) has garnered everyone’s attention. You can’t…
Will AI Transform the Healthcare Industry for Investors?
by Vinay Thapar, CFA| Co-Chief Investment Officer and Senior Research Analyst—US Growth Equities; Portfolio Manager—Global Healthcare, AllianceBernstein Healthcare…
Big Tech turnaround: Can it continue?
by Mark Casey, Cheryl Frank, Martin Jacobs & Martin Romo, Capital Group Big Tech is making a comeback.…
SIC Mix
by John Mauldin, Frontline Thoughts, Mauldin Economics Granddaddy Bear Cash Buyers Change Agent Nashville, Cancun, NYC, Memphis, and…
Tech Stock Hail Mary
by William Smead, Smead Capital Management Dear fellow investors, The most famous “Hail Mary” in American football history…
The AI Revolution. A Repeat Of History.
by Lance Roberts, RIA The artificial intelligence, or “AI,” revolution is upon us. The financial media and headlines…
Like 10,000 Interns: How ChatGPT Can Liberate Investment Analysts
by Jonathan Berkow, Director of Data Science—Equities, AllianceBernstein ChatGPT is generating excitement about the power of artificial intelligence…
