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The chief investment strategist at Nomura Asset Management International explains why he sees the AI cycle as early, not frothy.
Sep 11, 2026
John Ternus is pushing the company to perfect a product that's already been done before.
Sep 10, 2026
The Clocktower Group chief macro strategist tells Full Signal host Phil Rosen why patience beats hikes, and which trades he likes.
The Treasury is set to double its bond buyback operations.
Sep 9, 2026
The Daily Dirtnap editor explains why he is bullish on bonds and how a five-asset mix aims to survive an AI bust.
Earnings have accelerated so much that US and global equities are cheaper than the start of the year.
Sep 8, 2026
Veteran investor Rob Thummel's highest-conviction idea for the next 12 months.
Sep 6, 2026
The asset is responding to the Treasury more than the Fed.
Sep 4, 2026
The Russell 2000 has crushed the S&P 500 this year but that may soon reverse.
Sep 3, 2026
Tim Cook has stepped aside for John Ternus to take over as CEO.
Sep 2, 2026
The S&P 500 averages a negative return in September.
Sep 1, 2026
He said he's committed to the inflation fight but won't say what comes next.
Aug 31, 2026
