In recent posts, I have made the case for why U.S. equities are not in a bubble, noting that valuations are still far from past peaks. That said, given the relentless rise in U.S. stocks, it's hard to ...

Massive AI CapEx and passive investing flows are inflating not just tech stocks but also related (indirectly linked) assets. Discover the full analysis here.

The streak is over. For the first time in 110 sessions -- going all the way back to October -- large-cap stocks suffered a loss of more than 1 percent on Tuesday. All at once, the overconfident and ...

There's a bubble in bearish investor sentiment, according to Fundstrat's Tom Lee. "I am struck how investors 'default' stance on equities is bearish for stock ideas and for the market overall," Lee ...