Hartnett: What To Trade When This Bubble Bursts

The post-bubble investor roadmap is long bonds (10-year yield down ~50bps in 6 months after market tops), and long defensives, and equity sectors which dramatically underperformed in last months of the bubble: the classic “long humiliation, short hubris” trade.


Fighting While Talking, Horses And Security

If AI is like what automobiles were to humans, we are in for a great ride. If AI is like what automobiles were to horses, we could be in some trouble, though those left working should be in great shape...


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