Where to hide when the AI bubble pops
Analysts expect an uptick in profits from corporate America will make up for tech sector slowdown
The Russell 2000 index struggles as megacaps dominate
The story of stocks this year is unambiguously sparkly but the mood is fragile
The misallocation of capital in the economy will fuel inflation
Some investors are nervous that much of the rally has been driven by a few ‘megacap’ tech companies
Special measures will be needed if London’s renaissance is to include a revival of smaller stocks
Macron madness rings my contrarian bells
Landmark moment for US chipmaker caps explosive rally fuelled by investor excitement over artificial intelligence
And more on American exceptionalism
Chipmaker rides AI-fuelled rally that has contributed to broader S&P 500 gains
And volatility is suppressed
Managers scale back or ditch bets against London-listed stocks after M&A activity drives sharp share price rises
Rising margins underpin valuations despite worries that the market is expensive
And equity spreads
Volumes for some sub-$1 shares are above those of Tesla and Apple as retail investors target cheap but volatile names
And market breadth revisited
And one more point on valuations
Rates, returns and demographics
It matters. But how?
Jupiter Asset Management boss says London-listed shares are ‘cheapest they have been in 50 years’
And I’ve found a way to do it that avoids the insane fees
Last Action hero
Think you may have bought a turkey?
20-fold growth since the height of the pandemic