The Gritty Underbelly of the AI Economy
As I wrote yesterday, the technology sector has been on fire this year. Unfortunately, it’s off to...
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Author: Adam O'Dell
Western Digital and the Return of ‘Irrational Exuberance’
Hard drive maker Western Digital (WDC) has been on a tear all year. It rose 41% last week… and is up 339% year to date. As recently as last year, most analysts would have agreed this “old technology” stock’s best days were back...
Read MoreNew Bulls… Familiar Fed
The wait is finally over. In his first meeting as Federal Reserve chair, Kevin Warsh asserted his anti-inflation bona fides. The Fed kept rates unchanged, and Warsh’s words came across as decidedly hawkish. When forced to choose...
Read MoreThe Quiet Bull Market You Missed
2026 has been completely dominated by two major investment themes. The first is the explosion in AI infrastructure spending that sent tech stocks to the stars – quite literally in the case of the SpaceX (SPCX) IPO. The State...
Read MorePeace at Last. What’s Next for Energy Stocks?
Is it really over? President Donald Trump announced yesterday that America had reached a ceasefire deal with Iran, punctuating the news with a simple message: “Let the oil flow!” The ceasefire is effective immediately, though...
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