Stock markets
Garbarino of Lemanik focuses on fundamentals and names four global stocks
Defense, semiconductors and digital infrastructure in the Lemanik Global Equity Opportunities manager’s analysis of equity markets
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Stock markets
Conca, Lfg Zest: in AI, every dollar buys fewer gigawatts and 2027 becomes decisive
His analysis distinguishes spending growth, installed capacity and component prices: memory and new orders can show where the cycle is most vulnerable
Stock markets
Rising rates and inflation, “this time in (not) different”. We are facing uncontrollable variables
The basic problem is that a system that requires constant debt expansion to sustain itself needs inflation to erode that debt
Stock markets
What if the Artificial Intelligence bubble had SpaceX’s face?
While investors keep their eyes on Nvidia and the AI giants, bubble risk may be concentrating on SpaceX and its ecosystem spanning Starlink and artificial intelligence
Stock markets
The bond market supported by the search for yield. Households like government bonds
With the most intense phase of monetary tightening behind us, fixed income is once again offering coupons and stability to portfolios, starting with government bonds
