Published February 13, 2026
AI and its huge demand for data center construction have driven U.S. stock markets the past couple of years. However investors have recently begun looking at the potential downside effects of AI. This has resulted in a massive sell off that began with the software sector and, in recent days, has radiated out into a wider swath of the market. (more…)
Published January 16, 2026
Thus far in 2026, we have seen a substantial rotation in the stock market. Investors have been moving out of the long-time leading Mag 7 stocks and into cyclical materials and industrials sectors. This comes as the immense AI data center spending announced by the Mag 7 companies turns to the actual building out of the facilities. (more…)
Published December 29, 2023
Good day TimingCubers ! This last post of 2023 will highlight the conundrum investors typically face; the push-and-pull of competing narratives and outlooks. Will the market go up or down? As trend-followers, we believe there is something to markets having momentum. They will continue in their existing direction until something major changes to force the very emotional investing public to reverse course. (more…)