There is a real demand for AI. So is the money. The more relevant question for investors is whether revenue can convert to cash fast enough to keep the capital machine running when money is more expensive. To many investors, the question of whether artificial intelligence is a “bubble” has become too crude to be
Forget the AI Bubble Debate. Follow the $730 Billion Money Trail. Read More »
A second spike in borrowing costs has created a bizarre 2026 housing market where inflation is eating into home values, but buyers are footing a heftier monthly bill. The same pace of rate change applies to bonds, savings and stock portfolios. Imagine a house that barely changes in price. You might think it will be
The House Is Cheaper.The Monthly Payment Isn’t. Read More »
Fed raised rates for the first time since 2023 despite cooling core CPI. 10-year Treasury yields meanwhile jumped above 5%. Investors need to stop asking the simple question “Will the Fed hike again?” What inflation signal is the market pricing and how sensitive is your portfolio to higher real yields? The five numbers to know
