Mind the gap

Banks were the best performing sector in the FTSE 100 over the past year, outpacing even tech. In my opinion, that was probably way overdone. 2025 may see them give that outperformance back, and possibly more. If history is a guide, they likely will.

Inflation is a big problem, and people know it

The British public is feeling beaten down right now. Ongoing high inflation will do nothing to solve that. Investors have no choice but to be more active with their investing strategy.

The AI sell-off: a warning or an opportunity?

The AI sector has had a rough ride in recent weeks. But while some see this as a warning sign that the AI boom is running out of steam, others, like my colleague James Altucher, believe this is just the natural shakeout before the real AI opportunity emerges.