S&P 500: Cloud-AI Bubble, Huge Pain Ahead

Core Insights - The article emphasizes that waiting for market corrections can lead to greater financial losses than the corrections themselves, highlighting the importance of staying invested [1]. Group 1 - The author manages long-term growth and high-income strategies through an independent investment management company [1]. - The author has a background as a multibillion-dollar pension fund manager and buyside portfolio manager, indicating significant industry experience [1]. - The author holds an MBA from the University of Chicago Booth School of Business and a BS in Finance from the University of Illinois at Urbana-Champaign, showcasing a strong educational foundation in finance [1].