The Latest Breaking News from Dhaval Joshi

There isn't just one AI bubble, strategist says — there's a 'rolling sequence of bubbles' instead

What if there isn't just one AI bubble, but a whole sequence of them?

Fortune · Aug 16

The AI bubble has further to run despite the looming crash

As tech firms make huge profits and investors fear losing out, both are doing their best to hold off the day of reckoning

The Guardian - UK · Jun 27

Iran Hits Gulf Tanker, Dow Drops 784 Points: Stock Market Today

Stocks sink and fear rises as the conflict in the Persian Gulf escalates toward total war.

Kiplinger · Mar 5

The AI revolution is coming. Invest in $10,000 handbags

Analysis shows LVMH, Dior, Hermès and Gucci owner Kering have consistently outperformed Amazon, Google and Apple

The Guardian - UK · Oct 11, 2023

Don’t bet on the A.I. boom leading to massive profits. Just look at the tech bubble of the 1990s, a top strategist warns

The 1990s tech bubble shows that innovative technologies alone can’t guarantee profits.

Fortune · Jul 13, 2023

The strategist who called a recession after the regional banking crisis says it already happened and nobody noticed

The catch is it's global. The heated debate about a U.S. recession is a moot point. The much bigger story is that a typical world recession has likely already started."

Fortune · Jul 6, 2023

Silicon Valley Bank’s collapse will not be a one-off – a banking crisis was long overdue

We now know what happens when central banks raise rates and reverse QE

The Guardian - UK · Mar 19, 2023