Section
Technology
291 posts
Artificial Intelligence Envy
by William Smead, Smead Capital Management Dear fellow investors, Charlie Munger says, “Envy is a really stupid sin…
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...
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…
AI Is the Next Internet… Expect Weird Things
by Jared Dillian, The 10th Man I want to write a bit about artificial intelligence from the standpoint…
AI: What it means for investors
by Mark Casey, Richmond Wolf, and Drew Macklis, Capital Group Artificial intelligence (AI) is having an iPhone moment…
DoubleLine's Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Listen on The Move In this episode we get into an insight-filled conversation about the current state…
Is This the Start of a New Golden Age of Gold Mining Deals?
by Frank Holmes, CEO, CIO, U.S. Global Investors We may be about to enter a new golden age…
Lithium Prices Slide Further, and Other ESG Developments and Market Shifts
According to FactSet, global lithium prices have continued to decline since mid-November, reaching $30K per ton, a level…
Technology investing: 3 views of tomorrow
by Martin Romo, Cheryl Frank, and Carl Kawaja, Capital Group High tech, high reward? It was anything but…
