The Advanced Micro Devices, Inc. ( AMD ) CEO doubled down on the idea that we are not in an AI bubble, butJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide inv ...

The title of this article already includes a premise that the AI is a bubble, which is obviously where there are divergent views between the bulls and bears (just as with almost anything in the market).Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. O ...

Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] - The author highlights their experience in sales and investment advisory roles, showcasing how these experiences contributed to their understanding of public companies and investment strategies [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to value investing after facing challenges in that field [1] - The decision to focus on value investing was driven by a desire to make money work effectively and to mitigate financial setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The experience at the law firm helped the author build knowledge about public companies through extensive reading of books and annual reports [1] - In 2022, the author transitioned to an investment advisory role with Fidelity, focusing on 401K planning, but found the approach misaligned with their value investing philosophy [1] Group 3: Current Endeavors - The author began writing for Seeking Alpha in November 2023 to share investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers, fostering a shared journey in value investing [1]

He said that for years before the October 1987 crash, conditions were considered to be "highly in excess and nothing happened in the markets.""When I talk to people in the markets, I say there is one date you ought to keep in mind: Oct. 19, 1987," Rubin told CNBC senior finance and banking reporter Leslie Picker at the Summit.But the "ultimate serious consequences," which Rubin said he believes are "highly likely to be out there," lead him back to October 1987.The effects of the rising debt are just barely ...

Market Overview - The Dow is experiencing a positive trend, up 450 points and has risen in six of the last seven trading days [1] - There is speculation about a potential "Santa Claus rally" in the market [2] AI Bubble Discussion - There is a belief that an AI bubble is forming, similar to past technological revolutions [2][3] - Concerns are raised about overindebtedness rather than just overvaluations in the stock market [3][4] Economic Indicators - The bond market is highlighted as a more critical area to watch for signs of overindebtedness [4] - Expectations of monetary stimulus are increasing, with potential rate cuts anticipated [8][9] Sector Performance - Two out of the seven "MAG" stocks have outperformed the S&P 500 this year, indicating selective strength in certain sectors [6] - There is optimism about capital expenditures (capex) and cyclical spending, particularly in energy, industrials, and materials [13][14] Investment Strategies - Dividend-paying technology stocks are recommended as safer investments in a potentially over-leveraged environment [12] - Industrial metals, such as copper and steel, are expected to benefit from a significant capex cycle [14][15] Credit Concerns - Credit default swap (CDS) spreads for major hyperscalers like Amazon and Microsoft are currently tight, indicating market confidence [19][20] - Monitoring CDS spreads may provide insights into the market cycle and potential earnings misses [20]

Core Insights - Recent headlines have predominantly focused on market corrections, bursting bubbles, and recessions, overshadowing bullish scenarios [1] Group 1: Market Sentiment - The current media narrative is heavily tilted towards negative market outlooks, indicating a prevailing sense of caution among investors [1] Group 2: Investment Strategy - The approach to investment emphasizes uncovering mispriced assets that the market has overlooked, guided by a fundamentals-first methodology [1] - Acknowledgment of the importance of sentiment and technicals in today's algorithm-driven investment environment, while still prioritizing fundamental analysis [1]

Core Points - The article discusses the identity and professional background of the blogger known as Ironman, who operates on the Political Calculations website [1] - Ironman is described as having a diverse range of professions, including engineer, researcher, analyst, rocket scientist, editor, and possibly a teacher [1] - The article suggests that Ironman may not be a single individual, leaving it to readers to determine the true identity behind the posts and comments [1]

Group 1: Company Insights - Hycroft Mining Holdings (HYMC) is highlighted as the top stock on Barchart's list, known for its Hycroft gold and silver mine in Nevada [1] - Par Pacific Holdings (PARR), a diversified oil and gas company, has seen its stock price increase nearly threefold since a 52-week low in early March, with a weighted alpha of 216.46 and a 52-week return of 170.8% [3] Group 2: Market Predictions - Deutsche Bank's chief U.S. stock strategist, Bankim Chadha, predicts the S&P 500 will rise to 8,000 by the end of 2026, an 18% increase from current levels, driven by strong earnings growth [6] - The S&P 500 is currently up 15.8% year to date, and if Chadha's prediction holds, 2026 could see better market performance than 2025, marking the eighth positive annual return in the last decade [7] - Chadha's thesis suggests that expanding multiples will benefit momentum stocks like PARR in the upcoming year [8]

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Masayoshi Son, chairman and chief executive officer of SoftBank Group Corp., speaks at the SoftBank World event in Tokyo, Japan, on Wednesday, July 16, 2025. Speaking via teleconference, Son and OpenAI chief Sam Altman argued that advancing artificial intelligence would lead to new jobs that are not yet imagined, and the advancement of robotics will help kickstart a "self-improvement" loop. Photographer: Kiyoshi Ota/Bloomberg via Getty ImagesSoftBank Group founder Masayoshi Son on Monday downplayed the deci ...