Will a recession kill AI stocks?

In today’s issue: Is Trump planning for 100 years? Recession or buy the dip? Who would you buy first? This from President Donald Trump last…

Don’t get carried out (on a stretcher)

For decades global stock markets have been driven in part by so-called carry trades. But these can reverse in spectacular fashion. A recent example was the “mini crash” of last August. Is another such reversal brewing?

A crude warning

Oil prices have declined to their lowest level in three years. Adjusting for inflation makes the real decline all the greater. Iron ore prices are soft too. These could be warnings of global recession. Recent stock market weakness might only be the beginning.