That was some week with Nvidia and AI taking centre stage (as usual) with its record-breaking surge in cap on Thursday following results. In recent blogs I have been kicking around the idea that AI is either in a bubble and about to suffer a
Tag: El Nino
A little over a month ago just as the first news emerged of the Israel invasion, I stated that this event marked a watershed moment in global affairs – and in financial markets. Events since then have not deterred me from this view one iota.
Last week the Nasdaq screamed higher as FOMO investors threw caution to the wind and embraced the bullish frenzy unlocked by the promise of AI to explode growth’ shares’ earnings. But meanwhile ‘value’ shares represented by the Russell 2000 remined relatively moribund. What a difference!
Question: Do you avoid trading Sugar, Cocoa and Coffee? Is that because you ‘do not understand them’ or have no interest? Another question: If you make a good win in the market does it matter to you which market you traded? Because if it does,
Am I the only one, but does anyone else think the behaviour of US stock markets is plain nuts (a macro technical term)? We have just had a significant banking scare, interest rates are not falling as fast as many expected, crude oil prices are