Research
Why AI Craze Is Eerily Reminiscent of Dot-Com Era
Nobody yet knows how to monetize artificial intelligence, BCA Research warns.
Tag: oil
Asset Allocation
Saudi Sovereign Wealth Fund Beefs Up With Chunk of Aramco Stock
Receiving 6% of the oil behemoth’s equity, the fund has a long-term goal of diversifying the economy away from oil.
Asset Allocation
Limping Commodities Poised to Soar Anew, Says Goldman
China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.
News
BCA: Why the Dollar’s Surge, Now Ebbing, Will Resume—After Some Tumult
Once economic and geopolitical turmoil subsides and rates tick down, the buck will be back, the research firm says.
Research
Don’t Worry About a Wage-Price Spiral, JPM Says
Despite Fed uneasiness, higher pay isn’t really pushing inflation, per the firm’s David Kelly.
Newsmakers
High Oil Prices Ahead … Again?
Crude prices leap as Saudi oil minister says cartel needs to cut back production.
Research
Get Ready for an L-Shaped Recession, Warns Credit Suisse
A deep recession and then little growth may be what’s needed to fight today’s high inflation, says strategist Pozsar.
Asset Allocation
Buffett, Who Terms ESG Reporting ‘Asinine,’ Adds to Oil Holdings
Famed investor increases his stake in Occidental Petroleum.
Market Drilldown
Where to Find the Best Emerging Markets Returns
Asian nations such as India stand out, and so does Brazil, managers say.
Risk
And Now, to Brighten the Gloom, a Bullish Take
Fundstrat’s Tom Lee makes the plucky case for a 20% rally.
Asset Allocation
Gold Demand Increasing as Stagflation Risk Looms
Record-breaking inflation combined with current geopolitical tensions are driving the trend.
Asset Allocation
Bill Miller Lists His Favorite Cheap Stocks: Alibaba, Anybody?
Some of these are contrarian plays, big-time. But the value guru is undaunted.
Risk
No, War Won’t Make the Fed Ease Off Rate Hikes, Says Goldman
Higher inflation will trump any geopolitical problems, the firm believes.
Risk
Why Consumer Confidence Is Dropping (It’s Not Just Inflation)
People think the economy’s big gains are behind us, says Comerica’s top economist.
Risk
Black Gold Indeed: Oil Finally Seems Poised to Hit $100
Restrained supply and ravenous demand likely will return it to three figures, says Canaccord.