The Warning Signs Lurking Below the Surface of a Record Market
https://www.wsj.com/finance/stocks/the-warning-signs-lurking-below-the-surface-of-a-record-market-a1db25d4
Investors have turned to industries that reliably churn out profits as they pull back from holdings more sensitive to a slowing economy.
https://www.wsj.com/finance/stocks/the-warning-signs-lurking-below-the-surface-of-a-record-market-a1db25d4
Investors have turned to industries that reliably churn out profits as they pull back from holdings more sensitive to a slowing economy.
Are We in a Financial Bubble?
https://www.project-syndicate.org/commentary/ai-bubble-market-signals-to-watch-by-dambisa-moyo-2025-10
While there is ample reason to believe that AI-driven investments are in bubble territory, the real question is when – and how – the end might come. For anyone hazarding a guess, the lessons of past bubbles, combined with key financial-market indicators, offer a useful guide.
Why gold and stocks are partying together
https://www.ft.com/content/f54be5f0-7d6b-43b5-8aad-a4b9d7e3cae5
https://www.project-syndicate.org/commentary/ai-bubble-market-signals-to-watch-by-dambisa-moyo-2025-10
While there is ample reason to believe that AI-driven investments are in bubble territory, the real question is when – and how – the end might come. For anyone hazarding a guess, the lessons of past bubbles, combined with key financial-market indicators, offer a useful guide.
https://www.ft.com/content/f54be5f0-7d6b-43b5-8aad-a4b9d7e3cae5
Volatility Returns to Stalk the Stock Market
https://www.wsj.com/finance/stocks/volatility-returns-to-stalk-the-stock-market-342b2ec0
Wall Street’s “fear gauge” touched its highest midday level since late April. The abrupt end of the calmest stretch in years rattled traders and left many betting that the swings will continue.
https://www.wsj.com/finance/stocks/volatility-returns-to-stalk-the-stock-market-342b2ec0
Wall Street’s “fear gauge” touched its highest midday level since late April. The abrupt end of the calmest stretch in years rattled traders and left many betting that the swings will continue.
Can Gold Keep Rising? Depends if You Think This Time Is Different
https://www.wsj.com/finance/investing/gold-prices-rise-is-it-possible-f667b8b8
The danger is that gold is in the grip of the sort of speculative excess that creates bubbles in other parts of the financial system.