Explore the impact of hyperscalers and their data center spending on the tech industry and beyond with insightful analysis.

Value has crushed growth for four weeks, and the AI bill just came due. The risk now is assuming the defensive trade still has room to run. In last week’s Bull Bear Report, I warned that a “Meta-style ...

Explore what Warsh is saying about the Fed's economic promises and the influence of oil prices on inflation and growth.

Real wages in 2026 have slipped below zero for the first time in three years, and the squeeze is showing up in consumer ...

Explore the concept of a stealth bear market and its impact on the S&P 500 amid significant value and growth rotations.

On Monday morning, Anthropic filed an SEC S1 form to begin the listing process on the Nasdaq under the symbol ANT. Three topics within the filing caught our attention. Let’s start with the financials, ...

We got rebuked by some and applauded by others for asking, Are Bonds Pricing In A Fed Policy Mistake? Given the strong feelings for the topic, we think it is worth digging into our question a little ...

Explore how hedge funds have rapidly cut technology holdings and its impact on the Nasdaq 100's recent performance.

Understand Ken Griffin's perspective on the AI bubble and why timing your investments is essential for success.