Michael Burry, the investor famous for betting against the housing market, warned that the stock market could be near a major top and may experience a '1987-type fall,' as the S&P 500 hit record highs…
The latest episode of the Talk Your Book podcast, sponsored by F/m Investments, discusses the case for TIPS over nominal treasuries, why ZTOP buys only the largest high yield issuers, bond investor wa…
SpaceX's rapid inclusion in the Nasdaq 100 highlights the index's methodology balancing market cap and free float adjustments, while Micron's surge to become the third-largest QQQ holding reflects the…
A podcast episode discusses the need to modernize and expand the power grid to fuel AI buildout, highlighting supply chain bottlenecks and global infrastructure projects. The show also examines whethe…
The S&P 500 is up 9.8% year-to-date, but many other asset classes are outperforming it, including small caps (+21.7%), value stocks (+15.1%), and emerging markets (+30.8%). This broad market strength …
A blog post argues that artificial intelligence is not a speculative bubble, despite market concerns. The piece, hosted on A Wealth of Common Sense, includes disclosures from Ritholtz Wealth Managemen…