dot-com bubble

Weekly Update

Is AI Driving a Lasting Step Up in Corporate Profit Margins?

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Published May 29, 2026

 

We found the article below from Bank of America’s equity research team to have an interesting perspective on the market’s AI mania of late.

“The artificial intelligence-fueled rally is often compared with other capital expenditure-led build-outs, like that of the internet during the dot-com bubble. (more…)

Uncategorized, Weekly Update

The Coming Recession

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Published March 13, 2020

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This week the stock market made it crystal clear that it is fully expecting a recession in the coming months. Markets have delivered the second fastest decline in history, second only to a drop during the Great Depression. (more…)