You provide macro analysis, you provide strategic guidance to global companies on business investment, on economic policy. And what's really interesting is you're sort of telling us and pointing towards your expertise, showing that 2026 is really going to be a prove to me moment, right. For 2025, it's been about picks and shovels and infrastructure.2026 We need the economic upside. We need the productivity gains. Yeah, absolutely.I mean, so far, right, we've had really broad based adoption of AI. About 55% ...

Wide reach and a deep market penetration make 3M ( MMM ) a key staple of manufacturing; despite its strength, the company is facing headwinds that are measurably slowing its growth. The company has been ableWilliam has been an avid student of the stock market for over a decade. Being an avid student of political economics his entire professional life gives him a unique insight into the macroeconomy and how it impacts assets. Having learned the value of a comprehensive and fundamental approach, he has a keen ...

William has been an avid student of the stock market for over a decade. Being an avid student of political economics his entire professional life gives him a unique insight into the macroeconomy and how it impacts assets. Having learned the value of a comprehensive and fundamental approach, he has a keen eye for identifying hidden gems. Currently, he spends much of his time analyzing data and writing for financial websites.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any ...

William has been an avid student of the stock market for over a decade. Being an avid student of political economics his entire professional life gives him a unique insight into the macroeconomy and how it impacts assets. Having learned the value of a comprehensive and fundamental approach, he has a keen eye for identifying hidden gems. Currently, he spends much of his time analyzing data and writing for financial websites.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any ...

William has been an avid student of the stock market for over a decade. Being an avid student of political economics his entire professional life gives him a unique insight into the macroeconomy and how it impacts assets. Having learned the value of a comprehensive and fundamental approach, he has a keen eye for identifying hidden gems. Currently, he spends much of his time analyzing data and writing for financial websites.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any ...

I find Broadcom ( AVGO ) to be in a good position for strong future returns because it has experienced substantial growth and a transformative shift to its core businesses. Furthermore, it is extremely profitable andWilliam has been an avid student of the stock market for over a decade. Being an avid student of political economics his entire professional life gives him a unique insight into the macroeconomy and how it impacts assets. Having learned the value of a comprehensive and fundamental approach, he h ...

Core Insights - The Q3 earnings season is expected to be volatile, with stocks needing to justify their all-time record valuations amidst a challenging macroeconomic environment [1] Group 1 - The current earnings season is early, indicating potential volatility for stocks [1] - Companies are under pressure to defend high valuations in light of economic challenges [1] - The experience of analysts covering technology companies and startups is influencing the understanding of industry trends [1]

Core Insights - The stock market is experiencing a potential rotation as investors express concerns over high valuations, particularly in the large-cap tech sector, amidst a possibly unstable macroeconomic environment [1] Group 1: Market Trends - Investors are becoming jittery about high valuations in the large-cap tech space [1] - There is a suggestion of a major rotation occurring in the stock market as it steps back from all-time highs [1] Group 2: Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry themes [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications [1]

Market Overview - The stock market is experiencing volatility after reaching all-time highs, leading to increased investor anxiety regarding valuations and the macroeconomic environment [1] Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry trends [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, with his articles also appearing on popular trading platforms like Robinhood [1]

Core Insights - The article emphasizes the importance of a comprehensive and fundamental approach to investing, highlighting the author's extensive experience in political economics and stock market analysis [1]. Group 1 - The author has over a decade of experience studying the stock market and political economics, providing a unique perspective on macroeconomic impacts on assets [1]. - The focus is on identifying hidden investment opportunities through detailed data analysis [1].