Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio.
They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners.
The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…
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Could the US People Repudiate the National Debt?
Could you imagine our financial system doing away with the massive debt load? Seems impossible, right? But there are signs suggesting this could happen in the future.
Trump to juice the AI supercycle even more
Today we’ll speculate that a new class of AI winners is going to emerge, in a thousand different ways.
That’s not to say you can’t make money in the classic plays like Nvidia or Tesla.
But Coatue have other ideas, which they float here…
Copper: on the precipice of a historical breakout
The only thing that matters in commodity markets right now is the price action of copper. Are you watching? And are you positioned for a potential break higher?
How the “AI Flywheel” can save the global economy
The current bounce from April 2025 is one of its best share market comebacks in history.
Why? Why is the market back up? Find out below.
Why didn’t Australia just buy its own gas like everyone else?
The slow motion trainwreck that is Australian energy policy is accelerating. As are investor’s gains…if they positioned themselves to profit from the shemozzle. But how?
