Daily Market News
Your Index Fund Has a Crowding Problem.
NVIDIA's decline reveals a surprising weakness in passive investing: a diversified index can still expose investors to...
Read more165,000 New Jobs. So Why Am I Worried?
Strong hiring and falling unemployment sound like good news. So why could October's jobs report be bad for stocks,...
Read moreBlue at Midnight, Bullish by Breakfast
Choppy markets may follow the election, but secular trends in AI, energy and capital spending will ultimately matter...
Read moreThe Bond Market Voted. AI Investors Should Pay Attention.
On Election Day, the bond market has already voted. What Oracle's borrowing costs tell us about the next phase of the...
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