AI stocks still have room to run, says Derek Yan of KraneShares, who manages KraneShares’ AI fund. Derek shares his AI investing tips in this video.
A Federal Reserve rate cut goes almost unnoticed after the Trump re-election, why a Daily Buffett ETF is nonsensical, it was a large-cap growth decade.
Some “Trump trades” are already paying off – strong dollar, private prisons, and financial stocks – but others aren’t. Are Trump trades worthwhile?
Enrique Abeyta of HX Research is an IPP bull; he loves Talen Energy. Travis Miller of Morningstar is bearish. They hash out the future of IPPs.
Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance Is a rough decade really coming for US stocks? I wrote a piece last week…









