Big tech, big expensive

Big tech has been on a roll this year The Nasdaq is up over 50% Small tech offers much better value Leading the global stock…

Will 2024 be the great monetary pivot?

The great monetary pivot of 2024 How much weight does big tech carry? AI as “small tech”: over or undervalued? As you’ll see in this…

Elvira, Queen of the Desert: part two

The “Oil Axis” of Saudi Arabia, Russia and Iran met last week Reports indicate they discussed how to evade US sanctions Did they also discuss…