Apple doesn’t look so Magnificent these days. It’s made lots of money, but faces lots of challenges. It doesn’t look likely to lead in AI. It’s hardly a growth stock – it’s a mere value stock selling the same stuff it’s been selling for decades, while charging premium price to sell via its digital shopfront.

Blockchain and Tokens. Not satisfied with the gains apparently offered by AI, Tech Tyrants are planning how to deeper enslave us through Web3 – the Internet of Value. Be careful what we wish for – we might just get it. 

The AI everything bubble has all the makings of a classic market pop – belief in a theme, everyone on the bandwagon, hype, enthusiasm and not much real content. And sitting in the middle will be those who really claim to understand it.. Plus some thoughts on Tucker Carlson.

In the film of the Magnificent Seven, only three of the gunslingers survive. Which of the Big Tech names will be left in the dust? And which are likely to survive?

Is it just me that finds Christmas and the Holidays to be overly stressy? They will be over too quick, and we’ll all be back as confused as ever. Here are some thoughts and predictions for 2024. The one thing I guarantee: The World is Changing.

The threat list to global markets lengthens, but the Truth will be found in the bond markets. Like inflation and rising rates, the effects of a bond market slide are lagging – It’s going to take other financial assets time to catch up on the bond crash!

Are global economies heading for a soft or crash landing? Why the Republicans seeking to impeach President Biden have just played a brilliant short-term political hand, and what the ARM IPO tells us about gullibility in bubble times.

Nvidia confirms the AI everything bubble! FOMO means everyone will play catch up! There is a growing divergence likely as inflation, growth and interest rates spells deep trouble for Europe and the ECB, while the USA recovers and the UK muddles through.

Markets have been far more positive than expected in 2023 – thus far. There is still much uncertainty out there, but what is the market missing? I have two particular under-played threats to watch – corporate debt and social unrest.

Let’s assume the US Debt crisis is averted. What comes next? A full-on speculative bubble and hype around Artificial Intelligence is underway. How will AI influence trading strategies, or turn markets into gray-goo? Will AI trading prove to be little more than finding new innovative ways to relieve retail investors of their money?