10 Datapoints for Thanksgiving
From ritholtz.com
It’s that time of year again when families gather to feast on bountiful harvests and to give thanks for all of our blessings. This year, skip the “Vibes” and instead focus on market data. Don’t lose sight of nuances and shades of grey; they don’t make for great memes, but they do lead to a better understanding of what’s going on. Here are ten nuanced, slightly contrarian ideas for you to chew over: 1. ARTIFICIAL INTELLIGENCE: Perhaps we are in the late stages of an AI-driven bubble; we could just as easily be in a once-in-a-generation transformational technology boom that will drive both the economy and the stock ...
(full story)