Reading up on investment-strategy
4 deep · digging since feb 18
- How to AI-Proof Your Fund Portfolio<!-- --> - Barron's
Barron's identifies five defensive sectors and 13 funds that can protect portfolios against overvaluation and concentration risk from the AI-driven tech rally.
- Rally in chip stocks becomes the most hated in history. Here's the data
Traders have piled into put options on the VanEck Semiconductor ETF to record levels, signaling hedging or bearish sentiment amid the stock rally.
- Opinion | A Legendary Investor on How to Prevent America’s Coming ‘Heart Attack’
Ray Dalio warns the U.S. faces an economic 'heart attack' from unsustainable debt and political dysfunction, urging structural reforms to avert crisis.