This Famous Method of Valuing Stocks Is Pointing Toward Some Rough Years Ahead
https://www.wsj.com/finance/investing/this-famous-method-of-valuing-stocks-is-pointing-toward-some-rough-years-ahead-4eb6a498
For the second time ever, U.S. stocks have crossed a valuation milestone, suggesting low future returns.
Palantir’s Market Value Skyrocketed. See How Its Revenue Is Still Catching Up.
https://www.wsj.com/finance/stocks/palantir-pltr-stock-value-revenue-charts-c8a7a53e
No other company currently in the S&P 500 has hit a $490 billion valuation as quickly and with as little in sales.
How Much AI Spending Is Too Much? Investors Are Starting to Wonder
https://www.wsj.com/finance/stocks/how-much-ai-spending-is-too-much-investors-are-starting-to-wonder-62abf1ad
The S&P 500 and Nasdaq had their biggest one-day drops in weeks after Big Tech companies laid out 2026 AI spending plans.
What the Conventional Economic Wisdom Is Missing
https://www.project-syndicate.org/commentary/what-ai-tech-stocks-and-gold-say-about-the-future-of-the-economy-by-joseph-h-davis-2025-11
While the economic consensus for the US economy anticipates moderate, steady GDP growth and inflation heading toward 2%, the recent strength of both gold and tech stocks is a signal that investors should not ignore. One way or another, structural economic change is coming.
https://www.wsj.com/finance/investing/this-famous-method-of-valuing-stocks-is-pointing-toward-some-rough-years-ahead-4eb6a498
For the second time ever, U.S. stocks have crossed a valuation milestone, suggesting low future returns.
https://www.wsj.com/finance/stocks/palantir-pltr-stock-value-revenue-charts-c8a7a53e
No other company currently in the S&P 500 has hit a $490 billion valuation as quickly and with as little in sales.
How Much AI Spending Is Too Much? Investors Are Starting to Wonder
https://www.wsj.com/finance/stocks/how-much-ai-spending-is-too-much-investors-are-starting-to-wonder-62abf1ad
The S&P 500 and Nasdaq had their biggest one-day drops in weeks after Big Tech companies laid out 2026 AI spending plans.
What the Conventional Economic Wisdom Is Missing
https://www.project-syndicate.org/commentary/what-ai-tech-stocks-and-gold-say-about-the-future-of-the-economy-by-joseph-h-davis-2025-11
While the economic consensus for the US economy anticipates moderate, steady GDP growth and inflation heading toward 2%, the recent strength of both gold and tech stocks is a signal that investors should not ignore. One way or another, structural economic change is coming.