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…)
Published June 16, 2023
We routinely publish Schwab’s longer-term (6-12 month) outlooks as part of our weekly blog. Below is their mid-year outlook beginning with a brief review of what has transpired so far in 2023 compared to what they thought. Schwab has been very cautious on the stock market for many months. Read below to see if the recent lift in stock prices has shifted their view. (more…)
Published October 15, 2021
There is always plenty of talk about whether the stock market is ‘fairly’ valued, expensive, or cheap. It is a question without an answer; there are only opinions. Because in the marketplace, the price is determined solely by what investors are willing to pay. (more…)