The Efficiency Trap — And Why I’m Not Ready to Stop Worrying About AI
There’s an idea from 1865 that I can’t stop thinking about. Economist and logician William Stanley Jevons noticed something counterintuitive ...
Tag: AI
There’s More to This Market Rally Than Tech
The tech sector is on fire. We know this. Everyone knows this. And as I wrote yesterday, the stock market ...
Tech Is BLASTING Higher… But What Does My System Say?
Stop me if you’ve heard this before… Tech stocks exploded higher last week, pulling the S&P 500 Index with them. ...
The Market’s Doing Great… If You Know the Right Eight
From a distance, the story of today’s market looks simple enough… The S&P 500 Index just keeps climbing, stocks are ...
The Bullish Move No One Saw Coming
Energy stocks have crushed every other major sector this year, with the State Street Energy Select Sector SPDR ETF (XLE) ...
How to Trade the Melt-Up in Tech Stocks
As I wrote yesterday, technology stocks are absolutely on fire, lifting the S&P 500 Index with them. Today, we’re doing ...
A Metric That Cuts Through the Noise
It’s easy for us as investors to get distracted by “shiny objects” — those headline-grabbing stories of explosive revenue growth, ...
How to Avoid Losers in Materials Stocks
As I wrote yesterday, virtually every sector of the market is trending higher right now. All but one. Of the ...
The Chip Rally Isn’t Over Yet
126%. That’s how much the Philadelphia Semiconductor Index ($SOX) has returned since last May. The S&P 500 Index, over that ...
The Crap Stock Rally, Part II
Last week, I wrote about the “crap stock rally,” noting that many of the market’s biggest winners scored poorly on ...
Watchlist
