More Unbelievable Doug Nolan Quite a bit of Year 2026 theme ammo this week: “Expect the Unbelievable.” How about a hedge fund started in 202...
How Safe Are Today’s Blockbuster Tech Stocks? Today’s wave of mega-IPOs has unleashed a wave of analogies to past booms. While no analogy is...
Sloppy Doug Nolan A sloppy end to a sloppy week. Bubbles faltering. South Korea’s KOSPI Index was closed Friday, limiting the week’s loss...
How to fund the future China may struggle to fund Xi Jinping’s tech dreams Even though capital markets are staging a comeback A colorful fut...
Big Tech’s Shadow Market Power Big Tech firms are amassing market power through strategies that bypass current rules for oversight, investig...
AI is revolutionising the stock market Big Tech no longer prints money; it needs it. What will that mean when confidence dips? Robert Armstr...
