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Wednesday, October 29
Investing
After the market closed overnight, the government released the “Recommendations of the Central Committee on Formulating the 15th Five-Year Plan for National Economic and Social Development”, which covered 15 key focus areas comprising sixty-one sub-areas.
International economies and markets are diverging from the U.S., creating potential for outperformance and genuine diversification as correlations decline.
GM execs stated last week their “hands-off, eyes-off” product might not arrive until 2028. Tesla offers FSD today.
Tesla Vs. Nvidia: Two Visionary Leaders, Similar Challenges, Sharply-Contrasting Outcomes…
These “boring” utilities are morphing into AI toll collectors, handing us up to 10.4% dividends while vanilla investors chase momentum stocks.
If I can give you one piece of advice now, it’s this: Don’t fear this talk of an AI bubble. We should love it, because it’s set to hand us a shot at big dividends.
The next wave of technology leadership isn’t on the marquee; it’s emerging from the shadows of the supply chain. These are the Ecosystem Enablers.
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