The Democratic Party’s victory in the midterms was not especially surprising. (I have been saying for two months that the ...

I have written on various aspects of artificial intelligence for the last two weeks. My intention was to move on to do some ...

It is a distinctly American trait to create environments where entrepreneurs thrive, hard work leads to a better life, and a ...

I feel like I’ve stepped into the future, or onto a Sci-Fi movie set. Today is my third day in China, where I’m on a tour of ...

Gemini tells me that the US is on pace to invest $6.7 trillion in data centers by 2030, with $5.2 trillion being AI-specific capacity. The four major AI companies (Microsoft, Amazon, Alphabet and Meta ...

Have you ever sold a winning position just to watch the shares continue to run higher? How about your losers? Have you ever held onto hope and a losing position for longer than you should? Then you ...

We’re smack-dab in the middle of the most important week of third-quarter earnings reporting. Over one third of S&P 500 ...

When a Credit Default Swap Isn’t about Credit Just this last week we saw Broadcom's $63 billion Anthropic financing vehicle, Meta's $95 billion stock sale, neoclouds still shut out of credit, SK Hynix ...

David Rosenberg Transcript Slides Bonus 2 Bonus Slides 2 Slides 3 David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio ...

Every week, John Mauldin and Patrick Watson sift through reams of high-end research and send hand-selected pieces to readers. Much of this is privileged, client-only information from brilliant ...

The Strategic Investment Conference is over. I’m now in my annual recovery period, during which I try to absorb the informational firehose I (with thousands of others) just experienced. I often find ...