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William Edwards   


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3 mins read

Here's where investors worried about a stock market bubble should put their money, according to a top economist

Here's how nervous investors should position their portfolios, according to an economist who thinks…

Jennifer Sor   


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4 mins read

William Edwards   


William Edwards   


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2 mins read

Stock market today: Microsoft, Meta drag tech stocks lower on concerns over AI spending

Tech shares dropped on Thursday, led by mega-cap titans Microsoft and Meta. Investors were bracing …

Kelly Cloonan   


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2 mins read

Nvidia stock is on track to double in coming years as AI follows the path of past tech bubbles, portfolio manager says

Nvidia has slid in recent weeks as investors question whether its blistering rally can continue. A …

Jennifer Sor   


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4 mins read

Goldman's top equity strategist tells BI 2 similarities between today's market and the dot-com bubble — and what it means for your portfolio

Goldman's top strategist David Kostin is seeing market concentration at its highest in decades — an…

Christine Ji   


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2 mins read

AI hype is a bubble set to burst as it follows the path of tech manias throughout history, legendary investor Jeremy Grantham says

Jeremy Grantham has previously warned of steep declines coming for stocks as a multi-asset "superbu…

Jennifer Sor   


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2 mins read

Stock market today: US stocks pull back from record levels as traders ready for big week of earnings

Company executives are striking an optimistic tone on recent earnings calls, according to Bank of A…

Matthew Fox   


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1 min read

Why the euphoric post-election stock rally is disconnected from reality, according to a top economist

With expectations for rates to stay high, and slim Republican majorities in Congress, Trump's polic…

Jennifer Sor   


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2 mins read

3 drivers of the stock market's bull rally are hitting extremes and point to lower returns ahead, economist says

"There are few drivers left to keep the equity party going," economist David Rosenberg said.

Matthew Fox   


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1 min read

The biggest risk to stocks after Trump's victory is China's reaction to a trade war, research firm says

If Trump's proposed 60% tariff against China is enacted and the country responds aggressively, it c…

Matthew Fox   


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2 mins read

Trump won't be as positive for stocks as people think, but AI will keep the market soaring, research firm says

Capital Economics said that Donald Trump's policies would likely disappoint the market, but the S&P…

Filip De Mott   


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2 mins read

There's a stock market crash coming in 2025 as the 'bubble of all bubbles' bursts, economist says

The S&P 500 could plunge as much as 86% peak-to-trough, according to one uber-bearish economist.

Jennifer Sor   


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2 mins read

'Leave New York and come to Toronto': Canadian stocks are set to outperform the S&P 500, top economist says

Both Canadian and US stocks have rallied this year, but long-term indicators point to better positi…

Kelly Cloonan   


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2 mins read

Why Goldman Sachs' prediction of a lost decade for stocks is wrong, according to a market vet

Ed Yardeni said the stock market could deliver average annual returns of 11% over the next decade, …

Matthew Fox   


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3 mins read

Inflation isn't going anywhere, and higher rates could spark a 12% downturn for stocks in the coming year, veteran strategist says

Steep rate cuts aren't coming, according to one market veteran who sees a double-digit decline ahea…

Jennifer Sor   


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1 min read

Post-rate cut bubble risks mean investors should buy bonds and gold, Bank of America says

With new easing cycle from the Fed kicking off, tech "bubble risks" are back, Bank of America strat…

Kelly Cloonan   


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1 min read

Stock market today: Indexes edge lower as investors take a breather after record-setting week

"This remains a solid earnings season so far," Fundstrat's Tom Lee said, adding that the results ar…

Matthew Fox   


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1 min read

Tesla is the biggest stock bubble in history and shares are headed to $15, short seller says

"In my view, Tesla is the biggest stock market bubble in world history," according to one investor …

Jennifer Sor