The AI Bubble Everyone Fears Doesn’t Exist
The AI Bubble Everyone Fears Doesn't Exist
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The AI Bubble Everyone Fears Doesn't Exist
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Image source: Getty Images The post-pandemic market has been a roller-coaster ride for several blue-chip stocks. Some of the biggest beneficiaries were tech and oil stocks. Meanwhile, Canada’s telecom sector was surrounded by headwinds, with no end to the challenges. Despite the headwinds, one telecom stock continued to grow its market share and profits. However,…
by Calculated Risk on 6/18/2025 02:08:00 PM Statement here. Fed Chair Powell press conference video here or on YouTube here, starting at 2:30 PM ET. Here are the projections. The projections are pretty bearish. The BEA’s advance estimate for Q1 GDP showed real growth at -0.2% annualized. There is a wide range of estimates for…
by Calculated Risk on 11/19/2025 02:53:00 PM Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in October A brief excerpt: From housing economist Tom Lawler: Early Read on Existing Home Sales in October Based on publicly-available local realtor/MLS reports released across the country through today, I project that…
March 18, 2026March 18, 2026 Even as Chinese tourist numbers declined sharply, Japan recorded its highest-ever February tourism figures, highlighting strong demand from other regions. Total visitors rose 6.4% YoY to 3.46 million in February, setting a new monthly record, according to official data. Arrivals…
Hello you very wonderful and amazing individuals that make up this forum. I sincerely hope you are having a good week and doing well. I was recently doing a Value Investing course which i found very interesting. It looks at relative valuations such as doing the Enterprise Value calculation for a business. This works for…
Years ago, one of my jobs involved reporting agricultural prices in short radio segments, a seemingly straightforward task that unexpectedly jolted my perspective on trading and market analysis. Tasked with sounding professional, I routinely spiced up my broadcasts with superlatives, buzzwords and excessive adjectives and supposed insights, such as attributing a rise in corn prices…