Transitory inflation is back… with another crash?

2022 was the worst year ever for investors. Central banks crashed stock and bond markets to rein in inflation. Now, inflation is back. What will central bankers do this time?

Oil will resurface from the Strait of Hormuz with the bends

Another day, another whipsaw in energy markets. But what if the real crisis comes after the Strait of Hormuz is reopened? Oil could yet surge higher…

Two million parts to answer one question

Most people think AI is software. Jensen Huang's latest presentation revealed the truth: AI is a vast physical infrastructure buildout involving millions of components, enormous energy demand, and hundreds of companies supplying the parts. For investors, that's where the real opportunity lies.