The Great Taking

According to central casting, the two most powerful men in the Trump administration are in place, locked and loaded…

Throughout the AI revolution, the market has increasingly concentrated risk into Big Tech. And it exceeds historic levels by a large measure.

Five major market signals are indicating this environment is different… but not in the way you are expecting.

While markets are hitting dot-com-era valuations, we’re still not seeing a clear end in sight to earnings slowing down right now…