Is AI Going to Crash the Stock Market? SaaSpocalipse Explained.
Summary A new AI tool called Claude Cowork launched in January and wiped-out hundreds of billions of dollars in stock value in weeks. People panicked. Two viral posts, one viewed 80 million times, warned that AI is about to take everyone's jobs and crash the economy. Those writers aren't completely wrong. But they're also not completely right. The software companies most likely to survive are ones that have real protection: they work in heavily regulated fields, they're so de
Mar 46 min read
Trump's New Tariffs on Mexico, Canada, and China
Trump’s tariffs on Mexico, Canada, and China have triggered immediate economic disruptions, with falling stock markets, rising energy prices
Feb 3, 20254 min read
A Value Stock Comeback Is Not Inevitable
Why a comeback of value stocks may not be inevitable
Jan 7, 20253 min read
Why you should not listen to the Doomsayers.
Every so often, on CNBC or in the Wall Street Journal, some investment luminary declares that it is time to get out of the market. The...
Sep 21, 20224 min read
3 Reasons Why You Must Not Panic
On September 13, August's US Consumer Price Index (CPI) numbers were released. Inflation had been widely viewed as moderating, but the...
Sep 14, 20222 min read
In Case You Missed It ...
Last week we received some prominent media attention in response to research published by our partner Martin Fridson on the recent high...
Aug 24, 20221 min read
What to Expect During a Bear Market
The stock market officially entered bear market territory on Monday, June 13, according to the conventional definition of a 20% decline...
Jun 16, 20223 min read
How to Navigate a Bear Market
The conventional definition of a bear market is a drop of 20% from its peak. Therefore, even though the S&P 500 is down by 18.6% since...
Jun 12, 20224 min read
Understanding the mother of all short squeezes: GameStop Corp.
Texas-based videogame retailer GameStop Corp.’s (GME) stocks soared this week from $76.79 on Monday to $147.98 on Tuesday and $347.51 on...
Jan 28, 20213 min read
