Rotate within the market, not out

In today’s issue: Should defensive investors flee into cash? No Bonds? No They should rotate into basic industries and dividends Yesterday I wrote about how…

Is OpenAI about to unleash the AI revolution?

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the AI self-replicating, read on… AI Collision 💥 2025…

When the bond market speaks, investors must listen

Interest rates are the universal point of reference for valuing all financial assets. But they are also part of a transmission mechanism that, via credit spreads, can cause financial crises.