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The concentration of market gains into a basket of AI stocks ($5 trillion Nvidia mainly) is making it harder for hedge funds to hedge, as they are becoming dangerously correlated with the broader stock market. Higher correlations increase the chance of bigger losses when there is a downturn, defeating the primary purpose of hedge funds.
Trump’s chaotic tariff policies inflicted three types of economic damage: higher prices for American producers and consumers, economic uncertainty, and the global loss of American credibility. Even if the worst in terms of prices and uncertainty is over, it’s clear that Trump’s tariffs have inflicted lasting damage on the US economy as well as the global economic order.
The artificial intelligence revolution has triggered unprecedented capital spending, with Big Tech firms planning to invest $5.2 trillion over five years. While markets have rewarded this spending so far, historical analysis reveals a concerning pattern: Infrastructure booms typically result in overinvestment, excess competition, and poor stock returns.
There has been a lot of bashing of the classic 60/40 stock-bond mix amid bonds’ poorer performance. It provides a nice base middle ground for any portfolio discussion. If there is a market shock, it will rebound better than moving to cash and trying to time the addition of risk exposure.
Investing isn’t just about deciding between risky assets or cash – it’s about holding the right mix of assets that are aligned with your long-term needs. Cash does play important roles in these plans, especially when it comes to having enough liquidity to pay for expenses and emergencies.
More than half of all new cars in the U.S. will offer hands-free driving by 2028, according to Telemetry’s 2025. For insurers, that means rethinking risk assessments based on whether humans or robots are driving, and writing policies that separate driver liability from that of the vehicle itself.
Oh and waymo car ran over a cat…yikes.
Balcony solar — also known as “plug-in” solar, since it can be connected directly to a wall outlet — is accessible to practically anyone that has minimal outdoor space with decent sunlight, including those who may not even have a balcony. These panels are opening the market to renters previously excluded from access.
The number of people using injectable obesity treatments is increasing rapidly, and it is leading to declines in obesity. The obesity rate dropped to 37% of U.S. adults this year, down from a high of 39.9% three years ago.
Retirees are returning to the workforce at unprecedented rates. Reasons for returning range from financial to overcoming feelings of boredom or isolation. Unfortunately, not every return to the workplace is successful, even when retirees are returning to their former employers.
We all have times when we become disillusioned. When we feel unmoored. It can be a midlife crisis, a personal tragedy, or it might appear for no reason at all. What do you do then?
